Are you an entrepreneur or manager? Then you know the many organizational pitfalls that exist at every turn. We have developed “The Five Rs of Partnership Relations,” which poses questions regarding the Rights, Responsibilities, Risks, Rewards, and Repercussions every business owner should address during development and throughout the life of their business.

We are always ready to assist your business in any way we can –

  • Filing the proper documents to register your business
  • Setting up the accounting and record keeping systems
  • Developing marketing and sales strategies
  • Planning for and executing capitalization of your business
  • Consideration of capital expenditures for your business

No matter the business need, we have the expertise to help make your efforts successful.

*Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Umpqua Valley Financial, is not affiliated with LPL Financial. LPL does not provide tax preparation services. All tax preparation services are provided by Umpqua Valley Financial and are separate from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Idaho, and Arizona.