Overcoming Financial Uncertainty in Your Business

You know your business, your industry, and your audience. However, the chances are good that you’re not as sure of the financial complexities business owners encounter throughout the lifespan of their businesses. From setting up 401k accounts and retirement plans for yourself and employees to succession planning, it’s a path that requires knowledge and expertise to walk confidently.

At Varra Financial Associates, we bring decades of experience to the table, as well as a unique team approach, a deep understanding of the business landscape in Colorado, and the critical guidance you need. Whether you’re just getting the business off the ground, are looking to grow and hire, or you’re planning to sell and move on to the next stage of your life plan, our team strives to build the best plan to help your business succeed.

Learn how we can help you prepare for financial challenges.

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Business Financial Planning Services

Risk Management
Business Insurance Planning
Business Cash Flow Analysis
Employee Benefits
Group Retirement Plans
Tax Management
Estate Planning
Asset Allocation
Executive Compensation Planning
Business Succession and Continuity Planning
Investment Management

Why Choose Varra Financial for Your Business Goals?

Business owners face an incredibly wide range of challenges in today’s world that make it immensely difficult to plan for their financial future, much less act. Each stage of a business comes with unique financial complexities that sap time, energy, and attention. Many business owners, while experts in their fields, simply don’t know how to create a plan to enhance their business’s value or safeguard their financial futures.

How do they get from where they are to where they need to be? And, just as critically, what happens when they do reach that point? What comes after? Where do they turn for the help they need? How do they even know they’re on the right path?

Of course, many business owners find it impossible to plan for their financial future simply because everything they earn must go back into the business. They may sacrifice their current lifestyle, their ability to save for retirement, and more to ensure that their business can grow. Others began with a plan, but without someone to hold them accountable, it has fallen by the wayside, leaving them open not only to financial uncertainty but to increased tax burdens when it is finally time to sell.

At Varra Financial Associates, our team focuses on helping business owners overcome current conflicts and tame financial uncertainty. We help reduce unknowns and provide the guidance and expertise necessary to help you not only pursue your ultimate goal but to transition beyond it.

Discover how we can help you reach your business goals.

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Changing the Paradigm – How Varra Financial Associates Works With You & Your Business

Whether you’re seeking to mitigate the future tax burden when you sell your business, create employee retention plans to become an employer of note, or looking to shore up your financial future beyond the business, Varra can help. We work hand-in-hand with business owners just like you to create customized strategies to real-world challenges. Our process helps us connect the dots and build a brighter future for our clients.

  • Getting to Know Each Other – The first step is a simple phone call or email to help us get to know each other. During this initial interaction, we learn about personal and business goals, the challenges you’re hoping to resolve, and whether or not we are a good fit to help you with your financial needs.
  • Gathering Data – Our strategies are founded on in-depth knowledge and precise financial data. The next step in our process is to gather financial information about you and your business that will inform the next steps. We dive deep to ensure we have the most accurate picture possible.
  • Discovery Meeting – Once we’ve gathered the necessary financial data, we hold a discovery meeting. We strive to ensure you have access to our advisor team for the broadest range of viewpoints and information to inform your plan. Together, we’ll sit down and discuss your current concerns and future goals, so that we have a clear understanding of what is most important to you both in the short term and further out.
  • We Build the Framework – The next step in the process is to design the custom framework for your strategy based on the information we’ve gathered and our discussions with you. Our advisor team works together to create these recommendations and ensure you’re able to make informed decisions with all the pertinent data points.
  • Your Plan In Action – Finally, we hold a meeting that includes you and our advisors. We will reflect on what we’ve learned about your goals, current conflicts, and concerns, as well as your business’s financial information, and then create alternative scenarios that help us model different paths and ultimately choose the one that’s best for you. Once the plan is in place, our team will proactively assess and make adjustments as life and circumstances change so that you continue toward your goals.

Learn more about how we can support you and your business as it grows.

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Fees and Costs

We strive to be upfront and transparent when it comes to fees and costs. While we offset all fees when we manage assets on your behalf, Varra has a fee range of $2,500 to $5,000 on plans for business owners, depending on the complexity and circumstances of the client’s individual situation. Learn more in our fee schedule.

Fees and Schedule

How We Support Business Owners

Owning and operating a business has never been simple, however it can be incredibly complex today. Business owners face many types of challenges, from ensuring they can retire in the future to attracting the right talent to make the business a success. Navigating these areas requires the right combination of expertise and knowledge. At Varra Financial Associates, we work with businesses owners at all stages and across all industries to create customized strategies that speak to their unique challenges. We empower our clients to make informed decisions, and instill confidence regarding their finances. Learn more about how we support business owners.

How We Support Business Owners