Business Owners

Solutions for your business and your personal financial needs

Owning your own business is an American dream for many. But managing your own business takes a lot more than hard work. A properly prepared financial plan will address your financial needs and the vehicles needed for every stage of your business life cycle.

Whatever your financial priorities are as a business owner, San Gabriel Capital has the resources and experience to address them. Working with San Gabriel Capital you'll have access to a comprehensive financial planning process that can help synchronize your personal and professional financial goals.

• Tax strategies - As your goals and financial situation change over time, so will the strategies for managing your taxable income.
• Retirement plans and employee benefits - Offering competitive benefits is often the key to attracting and retaining good employees. As a business owner, you’ll want to develop a benefits strategy that fits your and your employees’ needs.
• Business valuation - We can help you assess the value of your business and integrate that information with your personal financial situation. This will give you the comprehensive view you need to plan for a successful future.
• Business succession planning - Someday you may want to sell your business or pass it on to a family member, employee or another organization. We can help you develop a detailed succession plan that meets your business and personal needs.
• Business insurance and protection - We can help you develop an insurance and protection plan in the event of a disruption, such as the departure or disability of an owner or key employee.

Solutions for your business and your personal financial needs Whatever your financial priorities are as a business owner, San Gabriel Capital has the resources and experience to address them. Working with San Gabriel Capital you'll have access to a comprehensive financial planning process that can help synchronize your personal and professional financial goals.