Business Planning

California’s North Bay Wealth Management Firm

When it comes to business, a little planning goes a long way. A great deal of planning goes even further! At Meyers Financial, our wealth management experienced professionals are here to give your Northern California business the tools it needs to thrive. Though there are plenty of pitfalls in California's commercial landscape, you needn't fall into them. As Eleanor Roosevelt was fond of saying, "learn from the mistakes of others. Life isn't long enough to make them all yourself!"

Managing the Critical Components of Business

No matter the industry, the same basic principles guide all successful businesses. Effectively applying them to your own industry can make the difference between success and failure.

Business planning involves all of the following and more:

  • Business formation
  • Growth and development
  • Risk management
  • Tax obligations
  • Compensation
  • Succession planning
  • Contact us today to get comprehensive insight on business planning.
10 Steps to Starting a Business 

10 Steps to Starting a Business 

Like when you take a trip or buy a car, you need a plan. Starting a business is no different. Making important key financial decisions, looking at the legal and tax aspects of what you want to do, and managing your next steps are...

How Can Meyers Financial Services, Inc. Help My Business?

Meyers Financial Services, Inc. understands that for most business owners, the financial stability of their business has a huge influence on the financial stability of their family. When the business suffers, your whole family suffers. That's where our Sonoma valley wealth management team comes in. If your business is still in the planning stages, we can help you determine which business type makes the most sense. We'll talk you through the various tax implications and provide guidance relating to the organization, compensation, and capital.

If your business is already off the ground, we can help you identify and eliminate inefficiencies, more effectively manage risk, or implement a succession plan. With more than three decades in the Sonoma valley wealth management industry, Meyers Financial has the experience to handle even the most challenging business needs. If you're looking for more than the big banks and locally-franchised advisors can offer, you're ready for Meyers Financial! We have the experience to guide your financial decision making, no matter what kind of business you're in.

Call us today at (707) 935-1124 to get in touch with business planning professional.

Securing Financing for Women-Owned Businesses - Loans and Grants for Female Entrepreneurs

Securing Financing for Women-Owned Businesses - Loans and Grants for Female Entrepreneurs

Women business owners and entrepreneurs struggle with securing financing, loans, and grants - Female Entrepreneurs, Recently I’ve been thinking back on how long I’ve been a Financial Advisor for Women and the time I’ve been advising women

Client Centered

Client Centered


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All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Contact us at (707) 935-1124 to schedule your appointment.

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