deMAURIAC

services include:

• Initial discovery/consultation
• Tailored plan design that suits your company and workforce needs
• Competitive executive benefits packages & cash balance plans
• Advisory support for key executives to plan for future financial security
• On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
• Concierge client services and ongoing support to ensure compliance and best practices
• Seamless integration with your existing payroll and bookkeeping systems

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outsourced fractional cfo & Exit planning services:

• Initial discovery/consultation to determine needs 
• Financial strategy & cost management assessment
• Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
• Concierge client services and unlimited email support
• Financial reporting & analysis: Key performance indicators (KPIs) analysis to help you understand your financial health and identify opportunities for growth
• Business growth optimization: Providing insights into current business valuation and strategies to enhance profitability and attractiveness for potential future buyers.
• Comprehensive exit solutions & strategic succession planning: A clear roadmap for owner exit, ensuring the business's value is maximized and transition risks are minimized.
• Aligning personal, financial, and business goals by integrating tax, estate, and retirement strategies into exit planning in collaboration with your existing team of legal and tax professionals.

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increase productivity through financial well-being

• Interactive workshops to boost financial wellness of your employees
• Personalized consultations to address individual financial concerns
• Resources to help employees take proactive steps toward financial security
• Concierge client services & email support