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.
Fractional CFO
Our fractional CFO services offer expert financial strategy and leadership for your business, driving sustainable growth. We optimize your finances to deliver cost-effective benefits, boosting competitiveness and employee value.
Key Person Insurance
Our key person insurance services provide a crucial financial safeguard for your business. This protection against the loss of a key employee ensures business continuity and preserves company value, giving you peace of mind and security for the future.
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.