Business Planning

Experienced Business Planning

Welcome to Encompass Advisory Services, your trusted partner in comprehensive business planning. With our expertise and dedication, we assist businesses in developing effective strategies to ensure their continued success, secure top talent, and establish vital buy-sell agreements. Our team adheres to all state and federal regulations , providing professional and compliant services tailored to your unique needs.

Business Continuation Planning:

At Encompass Advisory Services, we understand the importance of business continuity. We offer expert guidance and assistance in developing robust plans that ensure your business can withstand unexpected challenges. Our comprehensive approach encompasses risk assessment, contingency planning, and insurance solutions to mitigate potential disruptions and safeguard your company's future.

Invest with Confidence:
Our Expertise, Your Success.

Invest with Confidence: Our Expertise, Your Success.

Secure and Retain Top Talent:

In today's competitive landscape, attracting and retaining top talent is crucial for long-term success. Encompass Advisory Services can help you design and implement effective employee benefit plans that attract the best professionals in your industry. Our solutions include executive compensation strategies, equity-based incentives, retirement plans, and employee retention programs, ensuring your company remains attractive to talented individuals.

Buy-Sell Agreements Funded by Life Insurance:

Planning for the future is essential for any business. Encompass Advisory Services specializes in developing buy-sell agreements that ensure a smooth transition of ownership in the event of a partner's retirement, disability, or death. Our experienced advisors work closely with you to create tailored agreements and establish life insurance policies as funding mechanisms, providing financial security and stability for your business.

Compliance with State/SEC/FINRA Rules:

Encompass Advisory Services places great importance on regulatory compliance. We strictly adhere to all rules and regulations set forth by the states, SEC, and Financial Industry Regulatory Authority (FINRA). You can trust that our services are provided within the framework of industry standards and guidelines, ensuring the highest level of professionalism and integrity.

If you are ready to take your business to new heights and secure its future, partner with Encompass Advisory Services today. Contact us to schedule a consultation with one of our experienced advisors. Together, we will create a comprehensive business plan that aligns with your vision and drives your success.

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