Legacy Financial

Business Planning

Phone 603-647-7166
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We’re a Family Business Assisting Other Family Businesses.

Business owners deserve the comfort of knowing their years of passion and commitment to their products, services, customers, and employees will end in a successful retirement and business transfer. We can help you protect and grow your business with proper planning that includes solutions to ensure the operating team, plan for ownership transition, and rewarding top performers, all so that you can retire with confidence.

Our Business Planning Services Include:

  • Cash Flow Management
  • Investment Solutions
  • Valuation Enhancement Tools
  • Tax Planning
  • Key-Person Retention Strategies
  • Business Succession Planning
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