Financial Planning

We can assess your current financial situation by examining your assets and liabilities, as well as, your debt makeup. This will allow us to help you develop a plan to accomplish your goals, assist in tracking the progress of those goals, and suggest any necessary changes throughout the process.

Whether you’re starting a new business or expanding your current business by adding a new location, product or service, let us at Allen & Ortega assist you in the process. Some of the services we offer in regards to financial planning include:

  • Determining start up costs, operating costs, and sales revenue
  • Information on entity selection
  • Advice on methods of financing
  • Tax planning
  • Financial statement preparation
  • Business valuation and formation

Remember: Failing to plan is planning to fail.