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More Time. More Money. More Value
Every Financial Solution. A Single Relationship.
Discover the power of cutting the waste and reinvesting the time and capital saved.

Managing all your business’s financial responsibilities can be a nightmare in today's fast-paced and competitive world. The financial industry has failed to evolve and meet the ever-growing pressures of today’s demands on businesses and their owners. UNTIL NOW


1. Perform initial business valuation and create tax/operating strategy to minimize your #1 expense; taxes.
2. We work with over 70 companies to ensure you receive the very best insurance rates. Reinvest the savings.
3. The merchant's team has one purpose. Save you money. Get the best possible rates, and reinvest the savings.
4. Our accounting team understands complex tax strategies; we won't let Uncle Sam slow your business down!
5. Our law partners will provide you peace of mind with writing legal contracts, wills, estate plans, or succession plans.

"If You Fail to Plan, You Plan to Fail. "
-Benjamin Franklin

Fundamentally business revolves around money. Creating cash flow and managing that cash flow that grows and enhances your business is everything. This is where it gets complicated... Taxes, Accountants, Insurance, Attorneys, Payment Solutions Providers, Wealth Managers, and more are all individually draining your time, energy, and money for their own self-interest. With no financial strategy, you're just a sailboat in a storm.


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Traditional Experience

  • Each Selling An Individual Product

  • No Communication or Collaborating

  • Being Pulled In Different Directions

  • Confusing

  • Inefficient and Expensive


The Anchor Experience

  • Solutions Built Around a Strategy

  • All Pieces Working Together For You

  • Saving Time With A Single Advisor

  • Simple and Easy to Understand

  • Maximum Efficiency/Maximum Savings

Case Study

How We Maximize Financial & Operational Performance

Company Profile:

- Retailer with government contracts

- Annual Gross Earnings: >$7,000,000

- 14 Employees

Problem: Very unhappy with past accountants and cannot paint a clear picture of their financial status. Carrying substantial tax liability year after year.

Solutions: Like most business's Susan's business complications could not be solved by a one directional solution. 

The collective efforts and collaboration of the whole Anchor team allowed us to provide our holistic solution that greatly reduced the business's tax liability, created several efficiencies resulting in increased cash flow, and put Susan on a path that she can see clearly and feel good about.

Apologies, we are working to enhance this case study

Do You Know What Your Business Is Worth?

Only 2% of small business owners know their business valuation. This leaves owners vulnerable to making uninformed, but very important decisions! Such as equity negotiations, retirement plans, succession strategies, and more!

Why We Want You to Know

the Value of Your Business

  • To better understand your business compared to the market.

  • As a starting point to help assess how to create a strategy to reach its potential.

  • To know the value of your largest asset in order to properly plan your retirement

  • During Buy/Sell Agreements with business partners

  • In order to ensure that your business and your family are properly protected

  • When considering funding opportunities

  • To plan for the future of your business with a qualified succession plan

  • When you plan to buy a business

  • To prepare for taxable events such as gifting or grants

Use Our FREE Self Paced Valuation Tool to Get Your Business Valuated TODAY.
No Hassle - User Friendly - No Cost
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