Strategic Planning & Implementation

Strategic Planning & Implementation

Business Spoken Here

Stephen Mallery is not only a financial adviser, but a business owner with deep entrepreneurial roots. His father started his business right after returning from World War II and never looked back. All four of Mallery's siblings are or have been business owners. Mallery himself has been self-employed for 20 years. Before hanging out his shingle for financial services, he owned and operated a successful magazine publishing company. He knows what it's like to run a business, make payroll, and turn a profit.

Strategic Planning & Implementation

For most business owners, the business is the cornerstone of their financial world. But how, specifically, do you protect it, ensure its continuity in best- or worst-case scenarios, retain a loyal and productive workforce, and leverage it to the greatest extent possible for your and your family's personal benefit?We help business owners address a variety of strategic planning issues, including:

  • Business continuation/succession planning – whether planning against catastrophic risks for the company, or for a graceful (and profitable) transition at retirement
  • Key employee/stakeholder protection, retention, rewards
  • Executive benefits, deferred comp arrangements, etc.
  • Investment services

 

We help facilitate non-hurried, reasoned conversations with owners and stakeholders about options and optimal courses of action to help navigate these challenging issues.

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