The Center for Financial, Legal & Tax Planning, Inc.

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Expertise exists in nine areas:

 

Business Succession

 

Tax Aspects of Business Decisions

 

Retirement & Estate Planning

 

Mergers & Acquisitions

 

Business Valuation

 

Strategic Planning

 

Income Tax Planning

 

Investment Analysis

 

Budgeting & Cash Flow

 

SERVICES PROVIDED

*    Budgeting & Cash Flow

The need for cash flow planning is frequently demonstrated by factors such as an inability to meet financial commitments, the need to borrow for operating expenses, and a variety of other situations.

Our personnel can assist in establishing and evaluating any number of budget categories as necessary to control cash flow. We will:

 

*            Make recommendations to improve cash flow.

*            Accommodate planning on a regular basis, i.e., monthly or annually, depending on the situation.

*            Structure cash flow projections.

The Center for Financial, Legal and Tax Planning, Inc.

4501 W. De Young Street, Suite 200                                                                                            Florida Office:

Marion, IL 62959                                                                                                                             Longboat Key, FL

 (618) 997-3436

Fax: (618) 997-8370

 

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