Business Services



Businesses and individuals have similar needs.

In today’s political environment, with more responsibility being placed on businesses’ shoulders, advanced planning and analysis become more and more necessary for corporate survival.  Healthcare costs and educational costs are rising faster than ever before.  Regulations make it increasingly difficult to operate profitably.

ValueWealth Services understands these issues and wants to help by providing consulting and sounding-board services in the following areas:


  • Key-Man Planning
  • Business Succession Planning
  • Cash Management
  • Retirement Plan Design, Cost and Performance Evaluation
  • Business Valuation
  • Business Plan and Financial Projection Services