In operation since 2005, Orca Financial specialise in managing small to medium sized companies financial needs. Ranging from retirement planning to succession planning.

  • What happens your family and business in the event of your death?
  • What happens your business in the event of a serious illness or long term disability of you or a partner of the company?
  • What happens the shares of the company in the event of a death of one of the shareholders?
  • Do you know the exact date you can retire?
  • Do you have a buy/sell agreement in place
  • What have you done to retain your key employees?
  • How can I help my key employees prepare for retirement?

At Orca Financial we have successfully helped many business owners find solutions to these challenges. If you would like help to better optimize your business and accelerate your financial independence please contact Orca Financial.