Seeing the challenges many businesses have had in the last few years, including struggles with attracting and retaining quality employees, many businesses have been looking for ways to make themselves more competitive as they compete for the same limited talent pool. The business planning services we offer at Global View Capital Advisors can help you compensate yourself, your executives and provide the kind of benefits that can help you attract and retain a pool of talented employees and allow you to stand out from other firms.
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Business Planning
Importantly, we also help with company succession planning. Rather than put this off, a succession or exit plan can help a business owner envision and create the realistic path for her or his own retirement. As part of what we do, we also help you put the safeguards in place to protect business continuity and family members in case of unexpected adverse events such as the death of an owner or key person. Please don’t put any of this off another day. It’s easy to offload the business planning to us, that’s what we’re here for.
Explore and learn more about a few more of our financial services for business:
We have the expertise, experience, and capacity to provide this guidance to you.
If there is a facet to your current plan you would like to have evaluated or done better, let us help you. If you’re like most companies, you or your team are likely already inundated with day-to-day ongoing responsibilities, so allow us to save you time by letting our team do the research on your behalf.
Here’s the Best Part:
Our process of evaluating plans and making the appropriate recommendation(s) is complimentary.
About Chad Albano
Chad Albano is an Executive Director and part of the Advisory Board of Global View Capital Advisors. He is a Fiduciary Planner who believes in empowering clients by providing them with education, whether it’s advising individuals and families or executive teams at companies.
In his role at Global View, Chad has 3 main areas of focus: Planning for Baby Boomers and pre-retirees, helping companies improve their 401(k) plans and protecting plan sponsors from fiduciary liability, and working with business owners and management teams fill the gaps in their succession plans, key person protection, employee retention and incentive plans.
Prior to his current role, Chad had over 10 years’ experience in various roles within corporate finance and accounting, ranging from tax, financial reporting and planning, distribution, and manufacturing, so he understands the demands on business executives and owners. Chad holds a Bachelor of Business Administration degree in accounting from the University of Wisconsin – Whitewater and passed the Uniform CPA Exam in 1999.
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