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Business Planning at Iron Plan Solutions

When it comes to business planning at Iron Plan Solutions, we start by helping you define your firm’s objectives, uncover tax efficiencies, create an exit and/or succession plan, and leverage assets to obtain the financial resources you need to reach your goals with as little cash outlay as possible. Of course, when you own a business, there are many additional opportunities available to you, including ways to accelerate savings for your own retirement while rewarding key staff members, like deferred compensation plans.

The business planning process at Iron Plan Solutions starts by determining how to most effectively use your company’s financial resources to support the short-, mid-, and long-range objectives of your organization. Importantly, business tax planning is a huge part of what we offer, because mitigating taxes means more profit for your organization. With higher profits comes more funds with which you can reinvest, pay yourself, pay your staff to retain the best people, and the more you can put away for retirement.

Depending on your tax planning goals, it may be beneficial to change your IRS filing status, such as potentially changing from an LLC to an S-corporation or other structure in order to reduce your own income taxes. At Iron Plan Solutions, we’ll help you look into this alongside your current CPA, or a CPA in our network that we can bring to the table on your behalf. Effective business planning can also help you get needed funding by leveraging assets, creating a buy-out plan so you can exit your business by selling it someday, or developing a succession plan to bring on new business partners, or to promote and train current staff or heirs to take over as part of your succession strategy.

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Our Services

At Iron Plan Solutions, we help business owners and individuals in the U.S., especially those living on the Gulf Coast. Headquartered in Pensacola, Florida, we also spend a lot of time in Houston, Texas, and Baton Rouge, Louisiana, as well as other states. We are true fiduciaries, which means that we have chosen as a firm to place your needs first, above our own and above all else. And as such, we have multiple solutions, services and strategies which we may utilize as part of your customized plan.

About Us

Iron Plan Podcast

All past episodes are available right here or on your favorite podcasting platform for streaming at your convenience. Listen to all episodes of Iron Plan Podcast with Chae and Mal below!

Iron Plan Podcast
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Are you ready to fortify your financial plan?

Strike while the Iron is Hot!

Fill out our form below, and we will be in touch with you shortly.

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