Businesses

business finance

Strengthening Your Business’s Financial Foundation

Running a business brings exciting opportunities— and complex financial responsibilities. Old Hall Green Wealth partners with businesses large and small to build resilient strategies that protect today’s operations and pave the way for tomorrow’s growth.

Explore the challenges we hear most often.

Couple meeting with a financial advisor

Challenge: I’m spending all my time running my business and don’t have time to prepare for the future.

Solution: We provide guidance that covers every stage of the business life cycle, including informal business valuations, succession solutions, disability coverage, and retirement options for you and your employees.

 

Challenge: I’m finding it tough to hire and retain employees.

Solution: Our team will review your group benefits and compensation packages to help you attract top talent and keep your employees with you. We also offer other compensation solution services such as review of compensation structuring, deferred compensation plans, and more.

Challenge: How do I find the right retirement plan for me and my employees that balances the costs with their desire to save?

Solution: During your consultation, we’ll discuss your business goals, cash flow, and employee demographics to determine your best plan options, such as 401(k), SIMPLE IRA, or SEP IRA to find the best fit for your budget and workforce. We’ll ensure you have a solution offering meaningful savings opportunities that help attract and retain employees while managing administrative complexity and employer contributions.

Challenge: I’m worried about having enough liquidity to pay bills as well as increasing operating costs.

Solution: Old Hall Green Wealth is here to help with the complete financial wellness of your business, including cash flow management, debt management, cash reserve strategies, and more to give you more breathing room today and a stronger financial foundation for tomorrow.

Challenge: As a business owner, I have no strategies for the continuation of my company in the case of disability or death.

Solution: We’ll help you preserve the value you’ve built by creating a business continuation strategy that makes sense for your unique circumstances. We evaluate valuation methods, funding options (such as buy‑sell agreements backed by insurance), tax implications, and timelines, so you can rest assured that the company you’ve worked so hard to build is being taken care of.

 

Challenge: I want to start a business, but don’t know where to start

Solution: Our team can help review the financial statements of your future business and develop a financial strategy that is consistent with your individual wealth and your desire to be an entrepreneur.