Broker Check

Business Services

Many of our clients are successful entrepreneurs who have complex financial issues and require a higher level of personal guidance. Monarch Wealth Management provides consulting services on business financial planning matters that require a specialized knowledge such as business exit planning and succession planning.

Mr. Freyre’s background as a MBA and business consultant with specialized training in the areas of business exit planning provides a unique understanding of the challenges facing business owners who often have to balance both business and personal finances.

Business Succession and Exit Planning

Eventually every owner leaves his or her business. Succession and exit planning is a deliberate, customized process that helps business owners set exit goals and decide how best to achieve them. Even if retirement is a long way off, beginning the process early can help you run your business in a way that will make it easier to leave when you are ready. After determining your goals, we will work with your CPA, attorney and other members of your exit planning team to design and implement a plan that will work best for you.

Business Acquisition Planning

Buying a business can be a daunting task, especially if you’re transitioning into business ownership for the first time. We can help you evaluate the financial ramifications and impact of purchasing a business as part of your due-diligence process. We help you identify financing requirements and sources to help fund the acquisition. Additionally, we work with you to sort through some of the business financial decisions you will have to make such as: What type of retirement plan should you establish for yourself and your employees? What type of owner and employee benefits can or should you provide?

Business Retirement Plans

Our team can also work with you on developing key employee retention strategies for your business, including non-qualified deferred compensation plans and retirement plans such as 401k, Simple and SEP IRA’s.