The process of applying for a business loan has evolved from simply contacting your local bank or loan officer. In 2025, business owners will discover innovative opportunities to secure loans with favorable payment terms and interest rates that align with their financial goals. If you’re considering starting a business or expanding your current one, staying...Read More

If you are a business owner, having a strategic plan for when you are ready to retire or move on to the next adventure should be a cornerstone of your overall business strategy.  Our team at Saddock Advisory can help you develop a tailored exit plan that aligns with your personal and financial goals, ensuring...Read More

Business accounting services entail more than just keeping a running tab of income and expenses.   Most organizations can benefit operationally and financially from having a small business accountant on the team. Unfortunately, most small businesses don’t have the resources or budget to add this full-time position to the payroll.  Why Accounting Services Are Vital for...Read More

As a business owner, chances are that you focus on your day-to-day operations and potential growth and aren’t necessarily focused on the future sale of your business.   However, while you may have no intention of leaving your established business anytime soon, exit planning for business owners is a strategy that should not be delayed until...Read More

When it comes to financial planning, most business owners tend to concentrate on the here and now, and for good reason. Operating a small business demands paying attention to many details, ranging from customer service to marketing. Consequently, long-term financial planning often becomes secondary to immediate needs and concerns.   However, having a business financial advisor...Read More

Most small businesses and new companies do not consider adding an experienced CFO to their initial startup plan.  That is because they believe that a business financial advisor or a CFO consultant is too costly and not required in the early stages of a company’s growth. However, the expertise from turning to an exceptional CFO consulting...Read More

From identifying smart tax strategies that will put money back into your pocket, to mapping out long-term plans for future growth, smart financial planning for business owners is directly correlated to a company’s success.  Small business owners are adept at finding solutions and covering multiple roles at once – acting as the CEO, marketing director,...Read More

Running a small business comes with a lot of challenges. For starters, it’s challenging to gain access to many benefits offered by large corporations when it comes to financial planning.  As a sole owner you are responsible for a lot of things and should minimize risk as much as possible. However, there is not always...Read More

You have a dream and a brilliant idea for a new business. You have professional know-how and an outstanding business plan. You may have even handed in your notice and decided it’s time to make a go of it on your own. But securing one or more start up business loans might prove to be...Read More

At Saddock Advisory, we’re always advocating the use of wealth management advisors. While it’s a topic we’ve touched on before, there is no time like the present to expand on it further. A wealth management advisory service usually combines a range of financial services, all with the aim of setting you up for financial success,...Read More