Broker Check

Business Strategies

We bring decades of experience helping family and privately-owned businesses optimize cash flow, retirement planning, succession planning and more.

We apply our same consultative approach to your business planning needs, beginning with a thorough analysis of business assets, operating expenses, cash flow and other aspects of your business operations. A thorough business risk analysis points out any gaps in important insurance coverage and areas that may benefit from more cost effective solutions.

We provide innovative solutions for your specific needs in these and other areas:

  • Retirement Plan Solutions
  • Executive Compensation
  • Cash Management Services
  • Business Succession Planning
  • Insurance & Risk Management

LPL Financial and Leveroni Financial Management do not provide business valuation services.