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Small Business Consulting

Small Business Consulting

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Small business owners face unique challenges when it comes to managing their finances and planning for the future. At Mainstay Capital, we offer small business consulting services to help entrepreneurs navigate these challenges and achieve long-term success.

Our Small Business Consulting Services:
  • Financial Analysis: We conduct a thorough analysis of your current financial situation, including cash flow, profit margins, and debt structure, to identify areas for improvement and growth.
  • Tax Planning: Our team works with you to develop a tax plan that minimizes your business’s tax burden and maximizes your after-tax income.
  • Retirement Planning: We assist small business owners in creating retirement plans for themselves and their employees, taking into account the unique needs of both the business and its owners.
  • Succession Planning: We help business owners develop a plan for transferring ownership and management of the company to the next generation or a new owner.

At Mainstay Capital, we are dedicated to helping our clients build and manage their wealth through personalized investment strategies. Contact us today to learn more about how we can help you achieve your financial goals through effective investment management.

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Mainstay Capital LLC (“Mainstay Capital”) is a Registered Investment Advisor that offers financial planning, investment management, and advisory services. We are a fee-only fiduciary financial advisor firm located in Jacksonville, Fl. Please see the Mainstay Capital Services and About pages for more information.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Mainstay Capital does not provide tax advice and investors are encouraged to consult with their tax advisors.

All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Altruist Financial LLC.

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