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In a Meeting

COACHING FOR YOUR BUSINESS

As a thriving solopreneur or a business owner with dozens of employees, your attention is naturally drawn to capital access, tax management, and cash flow maintenance. However, while you diligently tend to your company's financial affairs, it's crucial not to overlook your personal finances. At Odyssey Coaching for Business Owners, we specialize in taking a holistic and strategic approach to both your business and personal "books." By doing so, we help you optimize your position, offering flexibility, tax savings, leverage, and easy access to liquid funds.

This program includes everything you see above for your personal finances plus the following for your business:

  • Business Valuation

  • Where to put Capital Reserves

  • Cash flow control - unpredictable cash flowing in, known expenses that must flow out

  • Capital for significant expenses – payroll, taxes, inventory, equipment, or services

  • Employee Costs - hiring, training, benefits, bonuses, etc.

  • Employee Benefits

  • Funding options for acquisitions/expansions

  • Capital Expansion - where to put excess capital for growth

  • Tax Strategies

  • Retirement Planning

  • Succession Planning – Legacy

  • Complimentary document review

  • And more...

The more control you have over your company’s finances, the better a leader you can be, and the more ready you will be for the next economic shock or incredible opportunity.

 Our wealth strategists will evaluate and determine the best outcome for you and your business’s financial needs.  

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