Baxter & Associates
755 W Walnut St. Oglesby IL 61348
815.883.3500

Financial Planning

"If you are failing to plan, you are planning to fail."

Planning Consulting

Because of our training, education, and experience, we can help you be successful through our planning and consulting services. Our planning and consulting services take many forms. These services may be as simple as meeting and discussing your ideas and problems, to formal reports analyzing the idea or problem, possible solutions and plans to implement. The following is a list of issues in which we may assist
Starting a business
Discuss your idea and help you refine it
Decide whether to incorporate or form a Limited Liability Company
Apply for federal and state identification numbers
Register with the state
Decide how to set up your accounting system
Financing a start-up or expansion
Preparation of financial projections and cash flows
Assist in finding a lending institution and negotiation terms
Prepare applications for SBA and other loan programs
Assist in software selection and utilization
Cash management
Debit restructuring for business and individuals
Tax planning
Retirement planning for individuals
Selection of retirement plans for businesses
Divorce financial and tax issues
Succession planning
Sale of business
For a free initial consultation regarding all of our accounting, bookkeeping, and consulting services call Baxter & Associates at 815-883-3500.
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