Strategies for Business Owners

Maximize your financial advantages.

Calderwood Financial has spent over 5 decades formulating 38 key business owner benchmarks that successful businesses have in place.  Let us benchmark your business and compare with other highly successful businesses.  Help your business gain maximum financial advantage with Calderwood Financial’s business owner benchmarks.

Calderwood Financial can help formulate many important business strategies such as:

  • Employment Agreements for Key Employees/Executives
  • Employment Agreements for Owners
  • Qualified Retirement Plan Analysis
  • Retirement Benefits Using Multiple Plans
  • Business Transfer Studies
  • Buy-Sell & Key Man Concept Combination with Refund Option