Business Planning

Business Planning

Our 6-Step Process

PCM has a six-step process to walk each client through who is committed to to growing their business.

The 6-Step Process

Analysis of the leadership and vision of the firm.

An evaluation of the dangers, opportunities, and strengths pursuant to that client's business.

Developing an overview of the unique abilities of all key personnel involved with the various divisions or departments of the company.

Evaluating the strengths and weaknesses of the business itself including: industry trends, unique value proposition, marketing and implementation strategies.

A review of the level of efficiency and profitability of the business including how much of the excess earnings of the business could be transferred to a buyer upon exit.

Partner net-worth assessment to bring into focus the partners exposure on the personal side to the ebbs and flows of the business itself. Life after sale brings new priorities both lifestyle and financial that will be examined.

Schedule a complimentary Introductory Call with one of our financial professionals today!

Contact Us

Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States

hello@pcmadvisors.com

1.800.788.4400

About Us

At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.

Business Hours

We welcome the opportunity to support you anytime you might need us. We are open from:

Monday - Friday: 8:00AM - 5:00PM (EST)
Saturday: Closed
Sunday: Closed

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