Business Planning & Advisory Services
We believe in being proactive and planning for the future….
What we do for Business Planning & Advisory Services:
Pohlman, Talmage, Brown & Campbell not only looks at the numbers on your financial statements to provide you with solid accounting management and advice, we go one step further and help you plan for the future.
We are proactive – we communicate and meet with you regularly to understand your business needs and goals. With your unique situation in mind, we lead you toward “thinking outside of the box” to build a successful business.
Our Business Planning & Advisory Services Include:
- Succession Planning
- Exit Planning
- Business Planning
- Cash Management
- 401k & Company Retirement Plans*
- Business Valuations
- Financial Forecasting
*These services are offered by Alan Brown, Kurtis Campbell and Doug Talmage through their affiliation with Avantax Investment Services℠.
With our available digital services and software, you are always connected and in control.
We aren’t just button pushers, we understand your goals and business and can help you grow!
Our digital doors are always open and our team is ready and able to answer any questions and guide you through any issues.
3445 South Dixie Drive
Suite 200
Dayton, Ohio 45439
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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated Insurance Agency.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.
Avantax Investment Services℠ and Avantax Advisory Services℠ are not affiliated with Pohlman, Talmage, Brown & Campbell CPAs, Inc.