Key employee Solutions

A true business is always more than the sum of its parts. That being said, Acorn Financial is ready, willing, and able to help you mitigate the risks that impact businesses of any size. Identifying and protecting those individuals that are key to your continued success is an important planning step in the maturation of your business.

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Sales & Mergers

Acorn Financial is uniquely positioned to help assist and advise business owners in evaluating the sale of a business or the prospects of a successful merger. Our Advisors have diverse educational and professional backgrounds that qualify them to work closely alongside top legal professionals to analyze, structure, and complete the sale or merger of your business.

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Business Insurance

When looking for the right insurance we represent your needs. Our goal is to get you the right insurance at the best overall price. Property Insurance Product Liability Insurance Professional Liability Insurance Commercial Auto Insurance Trip Business Insurance Workers Compensation Insurance Casualty Insurance Health Insurance Business Interruption Insurance

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Retirement and 401 [k]

In today’s complex and ever-changing retirement plan market it is critical that you identify the Qualified Solution that will help you maximize your ability to save on a tax deferred basis. Whether your goal is to incentivize and retain top talent, or to reduce your own tax liability, Acorn Financial can identify the customized plan structure that is the best fit for your business.

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Real Estate / Analysis

1031 Tax Deferred Like Kind Exchange of Property: Guidance and review of how to properly handle this.

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Business Planning

Are you using all tax loopholes by coordinating your business and personal tax planning?

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