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Business Planning

Supporting your management team with strategic guidance as your company maneuvers through complex business decisions

Whether you own a family business or a large corporation, proper business planning can ensure you and your company’s needs are met and that your business will continue to prosper for many generations.

Business Succession

You have worked hard to build one of the greatest accomplishments in your life – your business. Whether you plan to work as long as you physically can or dream of an early retirement, a business succession plan can ease the transition of a business from an existing owner to a new owner.

  • Structure agreements to ensure success of your business after you step down
  • Maximize tax and financial benefit to you and your family
  • Create and review buy-sell agreements
  • Ensure the continuity of your business
  • Sales, mergers and acquisitions of business

Retirement Plan Design & Compliance

Great employees are one of the largest assets to you and your business. A well designed retirement plan can help you retain your best employees and attract new talent. By analyzing your needs and your firm’s goals, The Prosperity Consulting Group will recommend a plan that works best for you and the people who make up your company. With the right features, benefits and design, a comprehensive plan can optimize the success of your business.

Key employee retention

  • Maintain the required long-term health and success of your business
  • Benefit options to fit the unique needs of your employees

Non-qualified retirement plans

  • Custom designed retirement plans
  • Aid in employee retention for select personnel
  • Benefit and reward your partners and senior management

401(k) plans

  • Review your current plan
  • Analyze fund options and fee structures
  • Review the level of service your current plan offers
  • If necessary, recommend a customized new 401(k) plan that fits your company best
  • Visit your firm to conduct enrollment and education seminars
Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
800 Red Brook Boulevard, Suite 300
Owings Mills
Maryland
21117
United States