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The Needs of Business Owners

“We help build a bridge between the business’s finances and the personal finances of the business owner.” 

Client Centered

At Carter Bacharach Financial Group, we’ve worked with many business owners and their families. We understand the obstacles that come with planning both your business and personal financial futures. Sometimes business owners find that their long term personal financial objectives often get overshadowed by the goals they have set for business success.  Our team can help you create a unified vision by integrating and prioritizing business and personal financial goals, with an eye toward the future. Carter Bacharach Financial Group will be with you for the long-term. We will help monitor your progress and explore additional opportunities as your personal and business situations evolve.

 It is important to understand that building a bridge to support your business and personal financial goals is a process, not an event. It is our goal to have an ongoing long-term relationship that help grows your total net worth as both a business owner and personal investor.

 Our team actively engages with the client’s accountants, attorneys, and other professional advisors to enlist expertise and coordination on all financial matters.

TYPICAL NEEDS OF THE BUSINESS OWNER

  • Revenue Growth


  • Tax Management Strategies


  • Business Succession Strategy
  • Account Consolidations and Organization


  • Debt Repayment Planning


  • Employer Sponsored Plan Implementation