Business Planning

In addition to the services mommaerts mahaney financial services provides to individuals, we have extensive experience in the following areas of business financial planning:


  • Business valuation
  • Capital Funding (debt and equity financing)
  • Financial Projections and Modeling
  • Tax Planning and Coordination

Employee Benefits and Retirement solutions

  • Consulting, Design and Management of Retirement Plans and Benefit Programs
  • Customized Pension Plans for Owners and High-income Executives
  • Company-wide 401K plans

Risk Management Services

  • Identification and Mitigation Strategies
  • Contingent Plans for Owners and Key Employees
  •  Financial Feasibility Studies

Retirement Services

  • Pension and Pooled Investment Accounts

Other Services

  • Strategic Planning