Small Businesses

Small Business Cash Flow Consulting and Management

As co-founders of a privately owned firm, our principals understand the challenges small businesses face when it comes to budgeting, cash flow analysis and planning, cash management, making a payroll and managing employee benefits.

young asian female small business owner reviewing business finances

Small Businesses

Small Business Cash Flow Consulting and Management

As co-founders of a privately owned firm, our principals understand the challenges small businesses face when it comes to budgeting, cash flow analysis and planning, cash management, making a payroll and managing employee benefits.

As a Shorepoint client, you’ll work directly with our principals Tim Vanech and Luis Raposo, CFA, both of whom have extensive experience helping small business owners rationalize their cash flow and manage their company’s financial health.

They can also tap into their network of trusted professionals and arrange introductions to sources of financing, CPAs, attorneys, valuation firms and investment bankers, and commercial insurance providers.

Contact Shorepoint Capital

We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.

Contact Shorepoint Capital

We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.

As a Shorepoint client,
You Receive:

  • Direct access to the firm’s decision-makers.
  • Customized, goals-based wealth planning.
  • Tax-sensitive investment management focused on strong long-term, risk-adjusted performance.
  • Guidance on your business’s retirement plan investment options and cash management needs.
  • Institutional-level OCIO services for your foundation or nonprofit organization.