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Small Business Planning

Profit, growth and sustainability are among the most important business objectives for any company. And as your business continues to expand, issues can arise. Having proper business planning will ensure your commercial business continues to be successful now and into the future. Let us help you build and protect your business.

Investment planning

  • Strategies for building and protecting personal wealth​​
  • Compensation for key executives​
  • Enhanced owner compensation

Tax planning

  • Strategies for building and protecting personal wealth​​
  • Compensation for key executives​
  • Enhanced owner compensation

Business Continuation Planning

  • Strategies to ensure the ongoing success of the business in the event of the owner’s death, disability or critical illness

Business Succession Planning

  • Tax effective strategies to facilitate the transfer of your business to the next generation
  • Other strategies and products to protect both your business and your family

Employee Benefits

  • Protecting the health and well-being of your employees
  • Protecting your business from the liability of having sick or injured employees return to work before they are fully recovered
  • Attracting and retaining quality employees 

Group Retirement Savings

  • Helping your employees save for retirement
  • Attracting and retaining quality employees​
  • Ensuring your employees have a solid retirement plan

Other

  • Other Strategies and Products to protect the business from the risks of debt financing 

Speak to a Meridian Relationship Manager today to talk about Small Business Planning options