Mastering Financial Resilience
Unforeseen events can disrupt even the strongest businesses, making financial resilience essential. We help you prepare by building emergency reserves, structuring tax-efficient plans, and navigating insurance and disaster relief options, ensuring stability in times of crisis.
Beyond crisis preparedness, we also guide business owners through major transitions, like selling or exiting their business. And when it’s time for your next chapter, we ensure your retirement is secure—maximizing Social Security, structuring your estate, and optimizing savings.
Financial resilience isn’t just about preparing for the worst—it’s about building a strategy that helps you adapt, grow, and thrive.
We can help you prepare for…
Exiting your business or planning for retirement requires careful financial preparation to maximize value, minimize tax burdens, and secure your future. We provide expert guidance to ensure a smooth transition and long-term financial stability.
Selling or Exiting Your Business
We help you understand the true value of your business, explore strategies to minimize tax burdens, and create a succession plan that aligns with your goals. Navigating legal and financial complexities can be overwhelming, but with our guidance, you’ll have the clarity and confidence to make informed decisions.
Retirement Planning & Security
We help you make the most of your retirement savings by guiding you through Social Security benefits, 401(k) rollovers, and tax-efficient withdrawal strategies. Whether you’re structuring your estate, preserving wealth for future generations, or ensuring your savings will last, we provide the insight to help you retire with confidence.
Build a crisis-ready financial foundation
Natural Disasters are not the only thing you should be prepared for.
You have many variables in business to consider.
These are just a few:
- Inflation
- Workforce shortage
- Cash-flow problems
- Investment and Market variability
- Hidden costs due to new regulations
Resources available for the What If:
- Restructure existing debt
- SBA (Small Business Administration) Loan
- Government Aid and Grants
- Local and Regional Aid
- Private or Angel Investors
Keep in mind…
The key to receiving any kind of investor or government assistance is to have Clean Books. You will be asked to present your current and past financial statements as well as previous income tax returns when you apply for small business loans and governmental or supplemental assistance. The AuerCPA staff continuously stays on top of all new regulations and compliance issues, as well as options for available funding.
We keep our clients up-to-date utilizing meetings, phone calls, and emails.
From our Clients
“The Auer team has been clutch in all the years I have been with them; however, they were life savers in 2020. Not only did they help us by adjusting our projections throughout the year, they helped us by navigating the PPP paperwork and terms. I would have had to miss a lot MORE work if it had not been for them taking this off my plate. We truly enjoy our business planning meetings with them as they layout where we can make small adjustments to be available for more clients. Our business was able to do what we do best, because they do what they do best. We are so grateful for this team and look forward to their continued help.”