Business Planning

By failing to prepare, you are preparing to fail. – Benjamin Franklin

A business plan helps keep your business on track.

If you’re a small business owner and have struggled with cash flow management, tax planning, employee benefit options, or haven’t considered your exit strategy, don’t wait any longer. Among many other decisions, you’ll need to determine the most appropriate structure for your business and how to leverage it to grow your personal wealth. We help you understand how your business can be a powerful tool in funding your retirement plan now and in the future.


The checklist below shows some of the key options you need to consider when thinking through this part of your planning:

Are you allocating the time to draw a business plan consistently?

Are you revisiting your business plan throughout each year?

What risks are present in your plan?

What short and long term tax reduction strategies are available to you?


Reaping the benefits of the resources and effort you’ve put into your business requires time, thought, and diligence.

Writing a business plan doesn’t have to be the drudge you think it is. It’s an opportunity to dream big and visualize what you want your business to do for you, and it becomes a living, breathing guide to get you there.

Want to know where you stand? We can show you.

Schedule a complimentary consultation to learn what a true financial partnership can do for you!

Ready to take control of your finances?

Sign up for our newsletter and get on the path to financial well-being!


We are based in Vermont but have clients all across the country. We currently serve clients in Vermont, New York, Massachusetts, Colorado, Illinois, North Carolina, New Mexico, and Florida.


You can read more nuggets of financial wisdom by connecting with us on social media. You’ll find us active on:

Quantum Leap Capital is an independent Registered Investment Advisor in the State of Vermont.

Copyright Website 2019  |  Privacy Policy  |  Terms of Use  |  Site Map |  Credits