Business Financial Services | Chris Schwendimann | Financial Services

Business Services

Financial Services to Support your Business

For our clients that have chosen to be business owners, their ownership represents an asset that is often a significant portion of their family net worth and can be a family of its own with its own goals and nuanced issues. We support those businesses through specially designed product and services to support the business objectives while linking closely to the owners.

Business planning offerings include:

Cash flow and valuation modeling
Executive compensation plans
Transition planning (Buy-Sell Agreement Planning and Succession Planning)
Enhanced cash management and investment services
Treasury management
Employer sponsored defined contribution and defined benefit plans.

Continue below to learn more about our comprehensive business financial services.

Our Business Financial Services

Succession Planning & Exit Strategies

Our team specializes in helping business owners navigate the complexities of selling or passing down their business to family members. Together, we'll create a personalized succession plan that ensures your legacy continues seamlessly.

Cash Flow & Valuation Modeling

Our experienced financial team supports businesses in understanding the true value of their business. We develop detailed financial models that ensure you make informed decisions, helping to maximizing profitability and securing your business's future.

Buy-Sell Agreement Planning

Thinking about selling your business? Our team is here to help you determine its true value and plan a seamless transition. We'll work closely with you to safeguard your interests and ensure a smooth handover, providing the support you need every step of the way.

Employer Retirement Plans

Our team can help you navigate the complexities of defined contribution and defined benefit plans. We'll work with you to design and implement plans that secure your employees' futures while aligning with your business goals, ensuring a stable and prosperous path forward.

Investment Management

Investment management is a big component in planning for your business's future and growth. Our team will develop tailored strategies to help grow your assets, while considering your tolerance and managing risks.

Treasury Management

Looking for a partner to manage all aspects of your business finances? Our team provides holistic support, including financial planning, debt management, and cash management, ensuring your business thrives.

Small Business Owners

Learn more about how our knowledgeable team can help support your business needs.

Small Business Owners

Resources

Looking for additional resources to help you on your financial journey? Explore our business resources on our blog.

Explore our Blogs

"Chris is more than a financial planner to me. He is my financial partner, and we have been working together for 25+ years. I trust him implicitly, and the advice he has given me has always been right."

- Walt, Full Sail Client

This statement is a testimonial by a client of the financial professional as of 07/17/2025. 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. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Secure Your Business's Future with Our Succession Planning Checklist

Are you ready to take the next step in securing the future of your business? Our comprehensive Soaring into Succession Planning checklist is designed to help you prepare a seamless exit strategy, ensuring your business continues to thrive even after you step away.

Why Download Our Checklist?

Knowledgeable Guidance: Crafted by industry professionals, our checklist covers all essential aspects of succession planning.
Future Ease: Ensure a smooth transition and safeguard your business's legacy.
Actionable Steps: Easy-to-follow instructions that help you navigate the complexities of succession planning.

Download Our Checklist

Plan For Your Business' Future

Our knowledgeable financial team is here to navigate your business through financial complexities and challenges. Reach out to us today and let's get started!

Contact Our Team