Business Planning

Planning for the financial aspects of your business is just as important as personal financial planning. At Sattler Capital Management, we work very closely with our affiliated CPA firm, Sattler and Associates to provide the following extensive business planning services to our clients:

  • Business Continuation / Succession Planning
  • Business Overhead Protection
  • Buy / Sell Agreements
  • Tax Planning
  • Retirement Planning - 401(k), Profit Sharing, Defined Benefit, SEP, IRA
  • Group Insurance Plans - Medical, Dental, Life, Disability
  • Executive Benefits Planning
  • Employee Benefits

As your trusted advisor, we will guide you through this planning process and the business decisions you will need to make. Having sound financial planning for your business will help to assure success for you and your employees.


© 2022 Sattler Capital Management, LLC | 9320 Wilshire Blvd, Suite 210, Beverly Hills, CA 90212 | All rights reserved
P: 310-593-0904 | F: 424-238-7277 | tsattler@sattlercapmgmt.com |
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Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment adviser. Insurance services offered by Troy Sattler and tax services offered through Sattler & Associates, LLP are independent of Royal Alliance Associates, Inc. Sattler Capital Management, LLC is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

Representative(s) may not be registered to offer securities and advisory services in all states.