Our Services for Businesses
At Walla Street Wealth Management, Inc., we have an in-depth knowledge of and a supportive passion for small business and local entrepreneurship. After all, we’re a small business too, and we understand the challenges that business owners face. Our services for business owners and small businesses are custom designed to ensure that you are implementing the most innovative, cost-effective and tax-efficient strategies for both yourself and your team.
Retirement Plans
Implementing the right type of Retirement Plan for your small business is an invaluable tool for recruiting, retaining and rewarding your most valued team members.
Walla Street Wealth Management, Inc. provides comprehensive retirement plan consulting to assist small businesses in managing all aspects of plan design and administration, with a particular focus on lowest-cost, best-in-class investment selections. Our primary areas of retirement plan experience include:
SEP IRA Plans
SIMPLE IRA Plans
401(k) Plans
Profit Sharing Plans
Executive Bonus Plans
Non-Qualified Deferred Compensation Plans
Group Health Insurance
As a small business, implementing a cost-effective Group Health Insurance plan for your employees is no simple task. You need access to the best plans, at the best rates, with the least amount of administrative hassle in the process.
At Walla Street Wealth Management, Inc., our goal is to take the hassle out of your group health insurance. Our Team will serve as your “broker” to research all of the top insurance companies at the lowest costs, to find the plan that best suites your needs, and to handle the enrollment and administrative processes. That way you can focus on doing what you do best - running your small business.
Many successful businesses choose to attract, retain, and reward their key employees in a way that exceeds their general staff. One way in which to do this is through an Executive Bonus Plan. The primary benefit of an Executive Bonus Plan is that the employer has complete discretion to choose which employees are eligible, what the terms of the plan are, what (if any) restrictions are included, and how the plan taxes are handled.
Business Valuation & Business Succession
Whether you are pursuing a round of funding, applying for a business loan, or contemplating the sale or transfer of your business…you’ll need to know how to accurately measure the Fair Market Value, Strategic Value and Financial Value of your business. Through our business valuation process, you will gain the insight and confidence to help you accurately determine how to pitch investors, raise funding or price your business to find the right buyer.
At Walla Street Wealth Management, Inc., we have the professional experience to manage the business succession process from valuation to sale and beyond. With a strategic focus on tax minimization and advanced portfolio design, Our Team will custom build a post-sale investment strategy that helps provide stability, consistency and longevity for your family’s financial future.