BUSINESS PLANNING
Helping small business owners to protect their business.
TAILORED FINANCIAL STRATEGIES
At Simply Rooted Financial, we understand that planning for small business owners involves addressing a wide range of unique needs. Whether it's safeguarding your business against the risk of losing a key employee unexpectedly, offering selective benefits to your essential team members, or crafting a thoughtful business succession plan, we provide tailored strategies and solutions that align with your specific goals. Our goal is to help you protect and grow your business with confidence, ensuring it thrives for years to come.
BUSINESS PLANNING & INSURANCE
EXIT STATEGIES
Securing your business exit strategy with a buy-sell agreement, backed by life insurance, brings a sense of certainty and peace of mind. At Simply Rooted Financial, we help you ensure the seamless continuity of your business, no matter the circumstances. Proper planning for the future—whether you're stepping away or a business partner is exiting—can be the key to ensuring a smooth transition and preserving your success, rather than risking financial instability.
KEY MAN LIFE INSURANCE
Many businesses are unprepared to handle the loss of a key employee, which can have a significant impact on resources and cause major disruptions. At Simply Rooted Financial, we help you protect your business by offering life insurance coverage for key individuals. By taking proactive steps to safeguard your business, you can ensure that serious financial disruptions are addressed before they ever have a chance to arise.
BUY SELL PLANNING
A buy sell agreement protects a business if the owner were to die, become sick or disabled, or if they elected to terminate their employment early or retire. Without a plan in place, a business and its owners could experience:
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Cash flow shortage
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Inability to pay debts
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Lack of income for the business owner, their family & their employees
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Insufficient resources to pay required taxes – federal & state