Business Planning
You built something.
Now let's protect it.Business Planning Canandaigua NY and the Finger Lakes Region
Running a business is complicated enough. We help business owners in Canandaigua and the Finger Lakes think through what comes next for the business, and for themselves.
"Most business owners spend everything protecting the business but not enough protecting what happens when it's time to step away."
How We Help
Planning built around your business
Business owners face a different set of financial decisions than most people. We work with owners across the Finger Lakes to make sure their business and personal financial life are working together not against each other.
Risk Management
There are a lot of things that could go wrong in a business. We help owners think through the risks that matter most and make sure the right things are in place before they need them.
Distributions to Owners
How you take money out of your business has a big impact on your personal financial picture. We help you think through the right approach for your situation.
Succession Planning
Whether you're planning to sell, pass the business on, or step back gradually having a plan in place long before you need it makes all the difference.
Our Focus
The questions every owner should be asking
Most business owners are so focused on running the business that the bigger picture gets pushed aside. We help you slow down and look at it.
What If Something Goes Wrong?
Are the right protections in place for you, your partners, and the business itself if the unexpected happens?
Are You Paying Yourself Right?
How you structure distributions affects your taxes, your retirement, and your personal wealth. There's usually more to think about than most owners realize.
What Happens When You're Ready to Go?
Your exit from the business is one of the biggest financial events of your life. The time to plan it is long before you're ready to leave.
The Sheppard Mosher Difference
Straightforward guidance from people who care
One team, one relationship
You'll work with a dedicated team that knows your full picture people you can actually reach when you need them.
We look at the whole picture
Your business and your personal finances are connected. We look at both together so nothing falls through the cracks.
Fiduciary Financial Guidance
We operate as fiduciaries, which means every recommendation is made in your best interest.
Local and independent
We've been serving business owners in Canandaigua and across the Finger Lakes since 2005. We understand this community.
We explain how everything works
We walk you through each piece in plain language so you feel confident in the decisions you're making not lost in the details.
The best time to plan your exit from the business is long before you're ready to leave.
— Sheppard Mosher
Get Started
Ready to think through the bigger picture?
Serving business owners in Canandaigua, Rochester, and throughout the Finger Lakes region. Schedule your complimentary 30-minute introductory call today.