A stronger estate & business plan

As you progress on your business journey, there will be challenges that you face with the ever-changing markets. We believe in the importance of educating you on how to tackle these challenges while collaborating with other professionals in your business network. Together, we will continue to protect your assets and help you avoid the headache of tax implications to your estate and business plan. 

conference room for business planning

Your board of directors

Building a thriving business is not just about the products or services you offer; it's about the people who support and guide you.

On your business journey, you will continue to add to your Board of Directors. These professionals are there to help you navigate through every stage. These professionals could be anyone from your:

  • Accountant

  • Lawyer

  • Partner

At Menard Financial, we believe that the cohesiveness of this group is critical. Our philosophy is rooted in the belief that fostering open, transparent, and effective communication between our team and these professionals is instrumental in achieving your business objectives. 


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Business planning

We help business owners with:

Continuation Planning: Ensuring business resilience by exploring options and creating a comprehensive plan to address challenges for you and your partners, current and future.

Succession Planning: Facilitating a seamless transition for selling or passing your business to a trusted partner or family member. Focus on profitability, tax minimization, and providing essential information for the next phase.

Estate Planning: Maximizing your business's evolution after your death and optimize your estate by minimizing future tax liabilities. Set up an efficient estate plan with the help of our experts to avoid delays and stay ahead of potential tax challenges.

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