For Businesses & Companies
How Can We Serve You?
Business Valuation
Knowing the true worth of your business is essential to making informed decisions. Our expert team will collaborate closely with you and your existing financial team to thoroughly assess your business' risks and assets for a comprehensive valuation.
Tax Mitigation
Free up funds for retirement, savings, or other financial goals by reducing your tax burden. We can help you develop a personalized and proactive plan that helps you keep more of the money you worked so hard to earn.
Business Exit Planning
Protect the legacy you have built with a comprehensive exit plan. We at OMU Financial will assess your current financial and business risks and develop a customized strategy to safeguard your assets and facilitate a smooth transition.
No-Cost Group Life Insurance
Strengthen your team with the added benefit of no-cost group life insurance. Whether you're leading a small business, an association, or a large company, we can help provide valuable coverage for your group without increasing your costs.
Bookkeeping
Gain valuable insights into your business's performance to aid in tax preparation, financial planning, and decision-making. Have a clear and accurate record of your financial transactions, and track income, expenses, and overall financial health.
Employee Benefits
Attract and retain top talent with a competitive employee benefits package. We will help you design a customized benefits plan that meets your employees' needs and your budget, including health, dental, and vision insurance, and more.
Our Mission
We Strive To Build, Inspire & Share Financial Independence
Our team of innovative financial coaches offers a fresh perspective on corporate financial management. By turning challenges into opportunities, we empower businesses and companies to thrive in any economic climate.
By Your Side During the Highs—and Most Importantly During the Lows
At OMU Financial, we stand as a steadfast partner for your business, committed to supporting you through both prosperous peaks and challenging valleys. Our dedicated team offers expert guidance and robust strategies to navigate financial uncertainties, helping your business remain resilient and poised for growth no matter the circumstances.
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This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.