Business Advice

Optima Partners value long-term relationships with our clients and will actively partner with you to assist in achieving your financial goals.

Optima Partners business solutions include:

  • Business Coaching and Mentoring
  • Business Diagnostics and Business Plans
  • Budgeting and Cash Flow Projections
  • Business Structures (Companies, Trusts, Partnerships, Sole Traders)
  • Banking and Financing options
  • Debt Management
  • Asset Protection, Risk Management and Crisis Planning Strategies
  • Buying and Selling a Business
  • Accounting and Computer Systems Consulting
  • Succession Planning
  • Insurance Services, including Business & Personal Insurance
  • Business Valuations and Due Diligence