Ways A Financial Advisor Can Help Your Business Grow

Ways A Financial Advisor Can Help Your Business Grow

14 Mar 2022

The probability of your business reaching its full potential without the assistance of a proven financial advisor is low. Financial professionals and investment advisors certainly help everyday people plan for retirement; they also play a massive role in helping small business owners set milestones and reach goals. Are you ready?

Financial planners are not created equal, and let’s be clear that your private wealth does rely on a healthy long-term business. There’s a misconception that financial advisors are strictly limited to individuals. 

We can also help your business grow! Keep reading to learn how.


Ready to Optimize Your Business Success? Let McGervey Wealth Management Gauge the Viability of Your Business Model Now!


Recognize the Value of a Financial Advisor for Your Business

A high percentage of entrepreneurs indicate they have not interacted with a financial advisor. Making this statistic all the worse is the vast majority of those who had not met with a financial advisor also lacked a plan for potential changes that might negatively impact their business. 

Our financial planning Canton, Ohio team is working hard to reverse these figures to help local business owners.  

Tap into years of expertise and experience your business needs to maximize upfront capital investment. We assess the viability of your business model right from the start to show potential value based on figures rather than intuition. 

All planning services include timelines and strategies necessary for your business to transition from the red to the black.  

Regardless of your business’s specific service or product, you’ll gain insightful financial advice. All guidance accounts for inflation, stagflation, reflation, and even the prospect of hyperinflation. We tailor business advice to the realities of the current economy and potential economic alterations at home and abroad as time progresses. 

Above all, your business efficiency is added to the bottom line.

Don’t Fall Into the Trap of Overlooking Business Finances

Let’s talk about strengths. What are yours? We know ours! As a business owner, you’re a leader wearing many hats. You head several departments ranging from human resources to product/service development and beyond. 

It’s easy for your company’s finances to get lost in the shuffle, so let us take care of your wealth management, so you can focus on managing employees and tending to customers. Instead of assuming everything is perfectly fine in the context of business finances, our financial advisors are ready to assist. 

After all, if your business is not financially well, it will negatively affect the entirety of your enterprise. No matter your financial situation, overarching guidance ensures financial stability, so you can keep humming along with sufficient capital for operations.

A Look Into the Future

Financial advisors are experts at predicting your financial future. Based on how you’ve run the show, they know what will continue to set you back or help to forge ahead. Accurate analysis and forecasting will help you work more innovative in the upcoming quarters and years ahead. Starting now is the key! 

Quantitative analysis is the answer to project sales and establishing the right inventory level to enable growth. Maybe you will be able to hire more employees and offer more services. 

There should be no more guessing games. You will no longer feel defeated when predicting supply, demand, available financial capital, and other numerical components of your business. Our team can even help with developing and refining your business plan as your company flourishes.

Save Money While Transitioning Into the Black

Strategic cost savings will highlight your path to profitability. If you go it alone, the challenge lies in pinpointing opportunities. Working with an expert will allow you to do so and proactively control your company’s path moving forward. 

Even if you are good with numbers, it’s in your best interest to consider professional analysis and recommendations. Facts and figures will help you confidently make financial decisions from a position of strength, not fear. 

Monitoring company expenses with complex accounting processes will help save money. This will also prepare you for future developments, steering your enterprise in the right direction for exponential growth. With the right financial tools and team, you can save while making a profit.

Save Money in My Business and Personal Finances

If you’re like most business owners, you don’t have much time in the day to manage personal finances. Investment advisors will handle that for you, setting the stage for the best possible golden years.  

Take delight in knowing that full-cycle investing considers worldwide economic factors when selecting optimal stocks, Exchange Traded Funds (ETFs), and other securities for your portfolio. 

You will have accurate financial projections for personal financial support. Professional advice is given to reach those projections. And with your business objective in mind, a rational plan is mapped out to ensure business potential is reached, based on logical timelines.

It’s not an easy business, is it, being an entrepreneur? We understand your struggles. We know most weaknesses, challenges, and opportunities before you even speak about them. 

Our team genuinely cares about your personal finances along with your company’s success. What sets McGervey Wealth Management apart? We proactively collaborate with other professionals in your circle: accountants, attorneys, company managers, bookkeepers, insurance representatives, and more. 

The result is a significant improvement in your life – less stress means more joy.

Ongoing Guidance for a Better Tomorrow

Whether your business is growing, stagnating, or shrinking, you will significantly benefit from the assistance of comprehensive financial planning in Canton. Whether brainstorming, establishing financial goals, developing exit strategies, pinpointing acquisition targets, or identifying investment opportunities, we can help end your struggle. 

Transparency is vital – you will always know where you stand! 

An orderly and accurate financial roadmap will light your path. Call us now to talk about how to grow your business while aligning your private wealth.

Help My Business Save Money While Transitioning Into the Black

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More About the Author: E. Michael McGervey, CFP®, CRPC®

Mike is passionate and skilled at helping clients solve complex financial challenges. He’s known for his thoughtful communication, educational approach, and exceptional customized service. Mike has been a sought-after source for financial television, magazines, and newspapers looking for insightful analysis. His expertise has been featured by CNBC, FOX Business and...