Strategic Business Planning for Long-Term Success
Empowering business owners with tailored financial strategies to protect, grow, and transition their businesses.
Your Business, Your Legacy—Planned for Success
Running a business is more than just numbers—it’s your passion, your hard work, and your legacy. At Mike Garcia Financial, we understand the unique challenges business owners face. That’s why we provide customized financial strategies to help you secure your business’s future, protect key assets, and plan for a seamless transition when the time comes.
Business Planning
SIMPLE IRA
Help your employees save for the future while maximizing tax benefits for your business. We design retirement plans that align with your goals and budget.
Business Planning
Agreements
- Protect your business from unexpected events with agreements that ensure a smooth ownership transition in case of unforeseen circumstances.
Business Planning
Person
- Safeguard your business by protecting the individuals who are critical to its success. We help you plan for continuity, even in the face of challenges.
Business Planning
Sharing
- Reward your team and incentivize performance with profit-sharing strategies that align with your business’s financial health.
Business Planning
Ensure your business thrives beyond your leadership. We help you create a plan to transition ownership smoothly, whether to family, employees, or external buyers.
Business Planning
(162 Plans)
- Attract and retain top talent with executive bonus plans that provide additional benefits to your key team members.
Business Planning
- Simplify ownership transitions with agreements that allow the business to repurchase shares in a tax-efficient manner.
Business Planning
- Maintain flexibility in your succession planning with agreements that adapt to changing circumstances.
Not Just Another Advisor in a Suit
Most financial advisors talk about business planning from the safe distance of someone who’s never had to make payroll during a recession or navigate supply chain nightmares. I, on the other hand, bring the hard-earned wisdom of someone who’s actually built and managed successful businesses. I’ve been the person responsible for turning struggling locations around, building effective teams, and making the tough calls that determine whether a business thrives or merely survives.
Business Planning
Your business isn't a cookie-cutter operation, so why should your financial strategy be? We work with business owners to develop customized solutions for:
Business Planning
Whether you're planning to pass your business to the next generation or positioning for a strategic sale, we help you navigate the complex financial, tax, and personal implications. Because your business isn't just an asset—it's your life's work.
Business Planning
Your business depends on certain irreplaceable people (maybe that's you). We help you implement smart protection strategies that ensure business continuity even when life throws curveballs your way.
A Partner Who Understands You
Johnatan Doe
“Frontie Economics commitment to excellence, innovative solutions, and professional expertise have been instrumental in driving our succes.”
Jane Doe
“The professional expertise, strategic guidance and unwavering commitment to excellencehas consistently exceeded our expectations..”
Johnatan Doe
“Frontie Economics commitment to excellence, innovative solutions, and professional expertise have been instrumental in driving our succes.”
Your business deserves a financial strategy that works as hard as you do. Let’s create a plan that protects your legacy, supports your team, and positions your business for long-term success.