Strategic Business Planning for Small Business

From Entity Selection to Operational and Financial Advice, We Help Small Businesses Plan for Success

These days, being a small business can be challenging and puzzling. That’s why hundreds of businesses throughout the Sacramento Valley turn to The Tax Office, Inc. for strategic planning assistance to help them prosper, and grow or protect their assets.

Among the strategic planning services we provide for small business are:

  • Business goals and objectives
  • Business opportunity and feasibility assessments
  • Business plan development and preparation
  • Business start-up
  • Business structure and entity selection
  • Business valuation
  • Competitive and market analysis
  • Exit strategies and succession planning
  • Federal, state and local tax planning
  • Financial analysis
  • Financial analysis and reporting
  • Financing strategies and alternatives
  • Insurance needs assessment
  • Lease/buy analysis
  • Operations budgeting and forecasting
  • Pricing analysis
  • Strategic plan monitoring and updates
  • CFO Services

If you’re looking for more growth or profitability for your company, call us at 916.773.7053 or contact us here to discuss how strategic planning can benefit your firm.