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SDA Business Solutions
We are true business advisors. Our clients prefer us to simplify their business needs through one relationship to make things more efficient. Small and medium business owners tend to be reactive. They are also often wrapped up in the here and now that makes regularly planning ahead difficult. We integrate with your personal wealth management plan,
There are more factors than ever that drive this experience and impact its cost on a business. It’s crucial to ensure the employee experience is a positive one and essential for success.
We want our business clients to thrive both short and long term. We advise on the now and strategically look at the next 5, 10, or 30 years of a business’s life, helping businesses concentrate on day-to-day revenue while we focus on its longevity.
Thrive and prepare now!
Our Process
We can focus on individual topics or first do an overall business health assessment and report engagement (cost will vary based on size and complexity).
Consultation & Discovery
Assessment & Analysis
Education & Implementation
Ongoing Oversight & Monitoring
Services offered:
We’re here to talk through issues, solve immediate needs, run through a big picture overview together — all with the focus of how the client and the employee is impacted.
Our solutions in the following areas are built around the needs of a business and connecting them to the appropriate resources or products as needed.
People
Group employee benefits
Group retirement plans
Workplace financial education
Group employee benefits
Operations
Business Insurance Strategies
Enterprise risk management
Principal & Executive Protection
Financials
Business Succession Strategies
Budgeting/Cash flow analysis
Payment Processing
Cash management