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Risk Management

From tailored strategies to essential tools like insurance, we ensure you’re prepared for the unexpected and ready to protect what matters most.

Protect Your Business, Prepare for the Unexpected

Every financial decision carries risk, and your business is no exception. Whether you’re investing cash or time, both have value. Identifying risks and learning how to mitigate them is crucial for long-term success.

If you can get comfortable with financial risk on the front end and manage those risks as you move forward, the probability of achieving a sound ROI increases significantly. At Sledge Advisory, we help you assess and manage risks to safeguard your business’s future.

With the right strategies in place, you can mitigate risks effectively. Whether it’s business insurance, life insurance, or other risk management tools, we’ll help you protect what matters most. We’ll also engage in conversations to identify business-specific risks, ensuring you’re prepared for the unexpected.

Ready for simple, integrated financial and business guidance?

At Sledge Advisory, we know you want clarity, guidance, and assurance when it comes to your business financial and path to profitability.

The problem is that there is an overabundance of information available to business owners. How do you know what is important, and how do you integrate the best financial insights into every area of your business? It can be confusing, even overwhelming.
We offer a unique 5-part framework, starting with solid bookkeeping as the foundation. From there, we guide you through tax advisory, risk management, investments, and exit strategy planning
Services

Accurate Bookkeeping

Strategic Tax Advisory

Risk Management

Financial Planning

Exit Planning

Tools

Resources for business owners

Insights for Business Owners

Contact Information

(540) 421-7824

jsledge@sledgeadvisory.com

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Ready for simple, integrated financial and business guidance?

At Sledge Advisory, we know you want clarity, guidance, and assurance when it comes to your business financials and path to profitability.

The problem is that there is an overabundance of information available to business owners. How do you know what is important, and how do you integrate the best financial insights into every area of your business? It can be confusing, even overwhelming.

We've been there - taking a business from scratch to over 7 figures, facing the same challenges you're experiencing now. We know how it feels to be overwhelmed by information, struggling to integrate financial data into your day-to-day operations.

Our mission is simple: to bring clarity to your financial life and help you transition from being the “doer” to working strategically on your business. We believe that no business owner should feel stressed about not understanding their KPIs or how they affect operations, sales, and marketing.

We offer a unique 5-part framework, starting with solid bookkeeping as the foundation. From there, we guide you through tax advisory, risk management, investments, and exit strategy planning. Our integrated approach ensures that every aspect of your financial life is working harmoniously towards your goals.

Here’s how we do it:

  1. Schedule a consultation.
  2. Together, we sit down and customize a plan for your business and life journey. Then, we execute.
  3. Enjoy what peace of mind actually feels like.

And, in the meantime, download 5 KPIs Every Business Owner Should Know (but often doesn’t). So you can stop feeling like a hostage to your stress and start enjoying the business journey you’re on.

Schedule A Conversation