When you’re seeking a loan, help lenders make a decision in your favor by presenting a comprehensive strategic business plan. We’ll guide you through outlining your company and its products or services, competition, management team, financial health, and business risks to help you save time in the loan approval process.

As you form a new business or nonprofit, we can help start you off right with an initial business plan that clarifies your marketing, management, and financial goals. Together, we’ll assist with determining the best tax structure, start-up capital needs, borrowing power, financial processes and tools, a cash flow budget, and more.

At Dutton Cavanaugh, we combine our technical expertise with a collaborative approach to help you answer challenging questions: What happens when you stop running your business? Can you afford to retire? We’ll assist you through the dynamics around these decisions and the design of a succession plan.