Entrepreneurs and small business owners are often preoccupied with immediate issues that they lose sight of their ultimate objectives. At Magellan Financial Solutions, we work with startups and small to medium-sized businesses in advising and creating a strategy to assist with the growth of their business.

 We work closely with clients to create a unique, simple, and tactical plan to provide a clearer focus.  

 

Business Development

 

We work with clients to identify business growth concerns primarily related to financial management. Our company will evaluate balance sheets, profit/loss statements, inventory, expenses, and revenue generation in order to understand performance shortfalls. Magellan Financial Solutions' international experience and network provides us the resources to devise successful solutions. Our goal is to present and advise on a strategic plan to enable our clients to make informed financial business decisions.

 

Financial  Development

 

Magellan Financial Solutions specializes in Capital Raising and Retirement Savings.

We act as advisors in the purchase of businesses, growth of existing companies, and funding of startups via capital raising. Our innovative solutions has helped a number of companies gain sources to funding that would normally be available via traditional lenders. Magellan Financial Solutions is well-positioned to introduce organizations, in need of capital, to our own investor client base and our international network.

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Most successful business owners overlook the advantage of retirement plans that are available to them.  In certain situations, sole proprietors and small business owners may put away up to five times more than an employee in a large and publicly held corporation. Magellan Financial Solutions provides advice and works with your benefit plan consultant, accountant, and attorney to put together the right plan to maximize your retirement savings and minimize your tax liabilities. We also provide advice on setting up structures for alternative investments such as real estate, venture capital, franchise acquisition, and private equity using your tax sheltered retirement funds.  

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Magellan Financial Solutions provides employees educational assistance on their company sponsored retirement plans. We understand how difficult and frustrating it can be to navigate through a plethora of choices, and we can help empower them to make proper decisions that could affect their retirement years.  We can do this in a group or individual setting.