Financial Planning for Businesses

Have you ever stopped to think about what will happen to your business when you’re ready to retire? Will your children take over the management? Will you sell and use the proceeds to fund your retirement? Or, will a partner continue on? While it’s easy to put these decisions on the back burner, it’s best to plan for the future now. Your business is an asset, and the steps you take today can impact the value and longevity of your business over the long-term. Planning can also help you protect the value of your business for your spouse and heirs if something unexpected happened to you.

PRM can help you navigate and facilitate these decisions with the most appropriate financial tools. We specialize in:

  • Business Planning
  • Business Valuation
  • Succession Planning
  • Sale/Purchase Planning
  • Key Person/Executive Retention Strategies
  • Executive Benefit Arrangements

Contact us today. You’ll find that having a plan for your business provides invaluable peace-of-mind.


Phone: 503-697-0817
Fax: 503-697-1526

Email: [email protected]

310 N. State Street, Suite 206, Lake Oswego, OR 97034