Small Business Services
Empowering Local Entrepreneurs to Thrive
At Cantrill Financial Group, we understand the unique challenges and risks that small business owners face every day. We are a team of experienced financial professionals passionate about helping entrepreneurs like you thrive at every stage of your business journey.
How We Support Small Business
Start-Up: Launching with Confidence
- Entity formation analysis: We help you choose the right business structure (sole proprietorship, LLC, etc.) based on your goals and liability needs.
- Financial foundation: We guide you on setting up banking relationships, managing cash flow, and securing credit lines to fuel your growth.
- Operational efficiency: We advise on accounting and bookkeeping systems to ensure financial clarity and streamline operations.
- Talent acquisition and retention: We help you develop strategies to attract and retain top talent, crucial for early-stage success.
Growth: Scaling for Success
- Employee benefits and retirement plans: We design and manage effective retirement plans (401(k), profit-sharing) to attract and retain talent and comply with regulations.
- Tax optimization: We help you navigate the complexities of business taxes and minimize your tax burden.
- Risk management: We advise on strategies to mitigate risks like geopolitical disruptions that could impact your business.
- Proactive tax planning: We keep you informed about tax law changes and proactively recommend strategies to maximize your tax benefits.
Exit: Achieving Your Goals
- Exit strategy development: We work with you to design a flexible exit plan, whether it’s selling your business, transitioning to a new owner, or passing it on to your family.
- Business valuation: We help you determine your business’s fair market value to maximize your return on investment.
- Tax-efficient strategies: We advise on structuring your exit to minimize tax liabilities associated with the sale of your business.
- Succession planning: We facilitate a smooth transition of ownership by creating a plan that develops key employees for future leadership roles.
Why Choose Cantrill for Your Small Business?
We Speak Your Language
We have extensive experience working with small businesses and we understand the unique complexities entrepreneurs face.
We Take a Holistic Approach
We create a tailored strategy to generate the income you need, taking into account factors like tax efficiency, risk, and legacy planning.
We’re Your Strategic Partners
We will be your trusted advisor, always available to provide the ongoing support you need to take your dream to the next stage and beyond.
