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COMPREHENSIVE BUSINESS PLANNING

Business owners today are finding that the business environment is changing rapidly; information and technology has exploded in virtually every business direction and decisions in accounting and finance must be made daily.  As a member of your team we, at Ehlen Heldman, assist you, the business owner, to allow you to operate your business with confidence.  Talk to Ehlen Heldman to see how we can enhance your efficiency and effectiveness as a business leader.  Examples of business planning engagements may consist of:

  • Forecasting and Budgeting
  • Ratio Analysis
  • Cash Management
  • Lease vs Buy Analysis
  • Inventory Management
  • Capital Expenditure Analysis
  • Executive Tax and Financial Planning
  • Other Planning Strategies


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130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030


Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC

 


Check the background of this financial professional on FINRA's BrokerCheck.