Business planning

 Services Specifically Tailored To Help You Grow

For numerous entrepreneurs, their business financial planning is inextricably linked to their personal financial strategies.

Personal Wealth Planning and preservation

Many business owners struggle with the challenge of transferring their business profits to their personal accounts in the most tax-efficient way possible. Additionally, safeguarding personal assets from potential business-related liabilities is a crucial concern. At Gaynes Financial Services, we provide customized financial planning services to address these challenges, ensuring that our clients can optimize their financial gains while preserving their personal assets.

Succession Planning

At Gaynes Financial Services, we understand the importance of addressing crucial questions surrounding the future of your business, such as the impact of an extended absence or an unexpected loss. Considering the welfare of your employees, customers, and family is essential. We emphasize the importance of a well-considered succession plan for every business owner, ensuring that your enterprise remains secure and your loved ones are protected, no matter the circumstances.

Exit and/or Transition Planning

At some point, nearly every business will undergo a transition to a new owner. These transitions typically fall into two categories: planned or unplanned. As one might expect, planned transitions tend to yield more successful outcomes than their unplanned counterparts. Gaynes Financial Services emphasizes the necessity for all business owners to develop a business transition strategy, regardless of whether they are actively seeking to sell their business. This transition plan is a vital element of a business owner’s personal financial plan, ensuring long-term stability and success.

Tax Planning

Taxes represent one of the most significant expenses for both you and your business, particularly on the profits generated by your enterprise. In some instances, these profits may be subject to double taxation – first when the business earns the revenue, and then again when the profits are distributed to the owners or shareholders. At Gaynes Financial Services, we recognize the importance of proper planning to minimize unnecessary taxes, which can greatly influence the success of your business and personal financial objectives. Understanding the tax implications of specific financial decisions is crucial for making informed, strategic choices that maximize your financial well-being.

Employee Attraction and Retention

In many businesses, key employees play a pivotal role in determining the success or failure of the company. At Gaynes Financial Services, we understand the importance of finding the most effective ways to incentivize, reward, and retain these vital team members for the present and the future. Our personalized financial planning services help you develop strategies to ensure that your key employees remain motivated and committed to your organization’s long-term success.

Value Enhancement Strategies

Numerous business owners aim to boost their company’s profits and overall value. However, increasing profits isn’t the sole factor in enhancing a business’s worth. At Gaynes Financial Services, we assist business owners in exploring various aspects that can positively or negatively impact their company’s value, preparing them for the inevitable transition ahead. Our comprehensive approach ensures that you have a thorough understanding of all the variables that contribute to your business’s long-term success and value.

"It is reassuring to work with a company that personally cares about me, my family, and our financial needs. I appreciate how promptly David and his staff respond in all communications and transactions. David was born and raised in Atlanta and knows everyone. He is quick to refer and connect you to all his contacts. I am grateful to David Gaynes and his team at Gaynes Financial Services." - Jennifer Cook, Self-Employed Health & Wellness Coach


This statement is a testimonial by a client of the financial professional as of 11/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Gaynes Financial Services is an outstanding firm. They are independent and are excellent educators. David and his team do an incredible job. I highly recommend David!" - Ryan Jacobs, Branch Partner/Mortgages Banker

This statement is a testimonial by a client of the financial professional as of 11/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"I have trusted the advise and recommendations of Gaynes Financial Services and continue to recommend my family and friends to them for all of their financial investment and retirement needs." - Edward Rolquin, Jr. Business Owner

This statement is a testimonial by a client of the financial professional as of 11/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"David is a true professional and is an excellent financial planner. He has years of experience helping hundreds of people manage their complex financial situations, making their money work for them. He is honest and trustworthy and will take the time to talk over your specific scenario and give you good information, even if it doesn't benefit him at the time. He's one of the "good guys", and I would highly urge anyone close to retirement to give him a call."- Margaret Hussing, Business Owner

This statement is a testimonial by a client of the financial professional as of 11/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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