Business Planning

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Business Planning

Reach your business goals with a customized strategy and road map for the first few years of your business. Whether you need help writing or refining a business plan or determining the financial viability of your proposal, Barouti Financial has the experience necessary to help you reach your goals.

If you're a current business owner, allow us to help you reorganize your already established business. Our advisers bring their experience to the table when it comes to transitioning family/small businesses to younger family members.

Get Ready

Accomplish Your Goals

Executive Summary

Even the most brilliant and experienced executives can sometimes use some help putting their ideas into words.

Objectives

We'll listen to your objectives and help you hone your plan to guide your business toward success.       

Customized Financial Management

Contact one of our helpful advisers today.

Testimonials

Don't take our word for it. Read what others are saying about us

Our team is proud to offer customized financial management for each customer. Contact us whenever you need us by phone or email.

Mark Wiggins

“As a a senior executive in Silicon Valley, I have found Barouti Financial’s guidance to be invaluable while I prepare for retirement.”

Mark Wiggins

CEO & Co-founder
Vanessa Jackson

“Our adviser helped us make sure that our children’s college funds will be ready for them when the time comes! Thanks Barouti Financial!”

Vanessa Jackson

CEO & Co-founder
Mathew Collins

“The team worked with my CPA to ensure that our tax bills were reduced and filed on time. We are beyond thrilled with Barouti Financial.”

Mathew Collins

CEO & Co-founder

* These testimonials may not be representative of the experience of other customers.
* These testimonials are no guarantee of future performance or success.

Our team of experienced investment advisers is here to serve you.