Our commitment is to empower your business with strategic financial planning that enhances financial stability, growth, and long-term success. Get in touch with us to embark on a journey towards financial excellence tailored to your business's unique aspirations.
Here's how we can assist your business:
We start by conducting a thorough assessment of your business's financial health, analyzing factors such as cash flow, expenses, revenue streams, and debt.
Holistic Financial Assessment
We work closely with you to understand your business's short-term and long-term objectives. Our team aligns financial strategies to support these goals, whether it's expansion, investment, or debt reduction.
Strategic Goal Alignment
Managing cash flow is vital for business sustainability. We help you optimize cash flow by creating efficient budgeting, expense control, and revenue enhancement strategies.
Cash Flow Optimization
We identify potential risks that your business may face and develop comprehensive risk management strategies, including insurance coverage and contingency plans.
Risk Management
Our tax professionals analyze your business structure to implement tax-efficient strategies that help minimize tax liabilities while remaining compliant with regulations.
Tax Efficiency Strategies
We assist in designing competitive employee benefits packages, including retirement plans, health insurance, and stock options, helping you attract and retain top talent.
Employee Benefits Planning
Our team collaborates with you to devise investment strategies aligned with your business's growth trajectory, whether it's capitalizing on new opportunities or expanding into new markets.
Investment and Growth Planning
We help create a clear succession plan, ensuring a smooth transition of leadership when needed, and prepare your business for a successful exit strategy.
Succession and Exit Planning
Business environments evolve, and we ensure your financial strategies remain aligned with your evolving goals. We conduct regular performance reviews to make necessary adjustments.
Regular Performance Reviews
Our experienced financial advisors provide you with valuable insights, keeping you informed about market trends, regulatory changes, and industry best practices.
Professional Guidance and Insights
With Sun Group Wealth Partners as your financial partner, you can focus on what you do best—running and growing your business—knowing that your financial strategies are well-structured and well-managed.
Peace of Mind
General Small-Business Facts:
The U.S. boasts 33.2 million small businesses, collectively employing over 61.5 million individuals.
Small businesses have contributed significantly, creating 12.9 million net new jobs between 1996 and 2021, accounting for 66% of total net new jobs during that period.
Approximately 20% of new businesses close within their first year, while 34.6% remain operational to reach their 10th anniversary.
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Small-Business Banking Trends:
In 2023, 96% of small-business owners have business bank accounts.
About 60% of small-business owners reported no impact from recent bank closures, while only 13% opened new bank accounts as a result.
Over half of small businesses maintain $50,000 or more in their business bank accounts.
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Diversity in Entrepreneurship:
Women-owned businesses account for 21.4% of all employer businesses, employing nearly 11 million people.
Approximately 20% of all employer businesses are minority-owned, with Hispanic-owned businesses showing over 8% growth from 2019 to 2020.
Immigrant business owners make up more than 21% of the total, employing 8 million individuals.
Insights into Small-Business
At Sun Group Wealth Partners, we specialize in providing tailored financial planning strategies that are designed to address the unique needs and goals of businesses. Our experienced team is dedicated to partnering with businesses to navigate the complex financial landscape and create a roadmap for success.
Sun Group Wealth Partners is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC.Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and a separate entity from LPL Financial.