S
mall, and especially family-run, businesses have unique needs and challenges requiring seasoned professionals. A productive and still-growing mid-sized business ourselves, SIMA Financial Group has successfully partnered with local entrepreneurs to support their efforts from concept inception to lucrative sale, effectively navigating the process of building, growing, and sustaining a thriving business, as well as considering the sale of a business. Our knowledgeable and experienced staff work diligently as a member of your business team to:
- Plan strategically for income, taxation, responsible growth, and charitable giving
- Locate debt and equity
- Resolve conflict
- Formulate succession plans
- Develop exit strategies