Services For Businesses

Business Planning Services

We are proud to offer a variety of financial planning solutions to our commercial customers throughout Indiana. We recognize that a well-constructed, customized business plan is one of the best resources available when helping a client prepare for their future. Our experienced financial planners will develop plans that are individualized and address your business’s unique needs and plans for the future. Our services include:

• Exit strategies and succession plans. We understand that you are focused on the growth of your business and may not be thinking about the day you sell the business or pass it along. However, regardless of the stage you are in, developing a succession plan for your business is critical.
• Business continuation. Mitigating and managing threats is an important piece of your business plan. That is where a continuity plan comes in. Our experienced business planning specialists will help you protect your business in the event that issues arise.
• Wealth management. Your hard-earned wealth and assets can be lost instantly without an effective financial plan. Liability problems and market changes can have a major impact on your wealth and assets. We are here to help you create a strong insurance strategy. We will also help you understand the wealth management options that are best for your business. It may be beneficial to change your business type (partnership, LLC, etc.), put assets in a trust, or invest in a company retirement plan or liability insurance. We are here to help you figure it out.
•  Employee benefit programs. It is crucial to understand employee benefits, how they play into your business and how to manage them. We will analyze your company’s budget, objectives and employee needs to develop a benefits plan that works for your employees and your business.

In addition to the services mentioned above, Prosper Financial can also help you create compensation plans for executives, develop retirement plans, and review the investment options available to you.

Contact Prosper Financial Today

The planning of a company’s financial future is a complex task and should not be undertaken without the help of a professional with the necessary knowledge and experience. If you want to discuss the unique needs of your business, please get in touch with us today.