Business Advisory Services

Name: Pristine Wealth Management
Address: 6690 NW 3rd St, Margate, Florida
Telephone: +1 (954) 305-8688

At Pristine Wealth Management, Business Advisory Services are designed to help entrepreneurs, executives, and closely held companies make smarter financial decisions that drive growth, reduce risk, and build long-term value. Here's how these services typically break down:

💼 Strategic Business Planning

Business structure optimization (LLC, S-Corp, C-Corp)
Growth and expansion strategies
Succession and exit planning
Mergers & acquisitions support

📊 Financial Management & Forecasting

Cash flow analysis and budgeting
Capital allocation and debt structuring
Profitability improvement strategies
KPI development and performance tracking

🧾 Tax Strategy & Compliance

Entity-level tax planning
Owner compensation and distribution strategies
Tax-efficient retirement and benefit planning
Coordination with CPAs and legal teams

🛡️ Risk Management & Insurance Review

Business continuity planning
Key person and buy-sell agreement funding
Liability and asset protection strategies

👥 Executive & Employee Benefits

Retirement plan design (401(k), SEP, SIMPLE)
Deferred compensation and bonus structures
Group benefits consulting

These services are often integrated with personal wealth planning to ensure that the business and the owner’s financial life are aligned.

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