Category

Uncategorized
estate planning
You have spent a lifetime making careful financial decisions and saving your money so that you can secure your future, as well as the future of your loved ones. No one wants to leave behind a burden when it comes to ensuring that your family members, friends, and charities are properly provided.  Also, this means...
Read More
financial solutions
To say that 2022 was a challenging year when it came to smart investing is a massive understatement. While the year began with some optimism as the nation eased out of the height of the pandemic, lingering supply chain issues, the war in Ukraine, and crippling inflation all took a toll as the year progressed.  ...
Read More
tax planning
Tax planning and preparation can be a hassle for anyone. Tax season sometimes is an exhausting time to think about, and it is a dreaded time of the year for many. However, did you know your life could be made easier by using tax planning services? We are here to tell you how. By following...
Read More
In today’s economy, many companies from start-ups to private equity-backed firms and all businesses in between, outsource many functions of their business. This is one strategy to handle the financial difficulties that many businesses encounter.   Outsourcing is necessary for a variety of reason and circumstances, including the requirement for greater financial leadership. Outsourced CFO consulting...
Read More
Whether you’re aiming to grow your business or keep it from going under, taking out a business loan may be one of the options you’re considering. When there is so much at stake, there are critical factors to consider before applying for a loan.    Our team at Saddock Advisory understand the potential and the risks...
Read More
Does your business have a plan for when the unexpected happens?  Is your plan to figure it out day-by-day, or do you understand the business advantage of having a strategic plan in place?   Saddock Advisory believes that strategic planning is a must for a business of any size. A solid strategic plan makes your company...
Read More
Do mergers and acquisitions play a part in your growth strategy? As your business grows and you close deals, does your business model include mergers and acquisitions that align with your business as it grows? Are you using M&A services to help you see the bigger picture? What are your long-term goals for your business?...
Read More