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Business Owner & Executive Solutions

Protect your business...your employees...and your lifestyle

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We'll Help Give You an Edge

We'll Help Give You an Edge

Our industry relationships allow us to provide you the resources of top-tier financial services leaders and the expertise to develop comprehensive financial strategies.

Working with M K McDonough Financial & Insurance Services can help you:

• Strengthen Financial Resources

• Reduce Employee Costs

• Manage Risk

• Protect Assets

• Increase Employee Productivity

Business Solutions

  • Informal Business Valuations
  • Exit Planning
  • Buy/Sell Agreement Review
  • Business Protection
  • Key Person Insurance

Employee Solutions 

  • Employee Benefits
  • Retirement Plans
  • Executive Bonus Plans
  • Workplace Financial Wellness Program
  • Education & Enrollment

Lifestyle Solutions 

  • Transition Strategies
  • Disability Income Insurance
  • Estate Planning
  • Financial Strategies
  • Wealth Transfer

What Is Your Business Worth?

Request your free informal business
valuation and planning report

Request Informal Business Valuation
Business Financial Consulting Services

Business Financial Consulting Services

Our Financial Consulting Services program delivers financial strategies aimed at building, protecting, and advancing the well-being of your business. Financial Consulting Service is available at a frequency and fee structure that works for you.

We’ll work to help you protect the financial future of your business, your employees, and your lifestyle. This may include:

• Corporate Risk Management

• Employee & Executive Benefits

• Personal Estate Planning

• Exit & Succession Planning

• Financial & Retirement Planning

5 Business Management Essentials

5 Business Management Essentials

Adopting these 5 business management essentials can help you stay focused and feel more confident as you build your business.

• Know the value of you business

• Have a business continuation plan

• Adopt an employee retention strategy

• Manage risk and protect assets

• Develop strong financial partners

With your vision and our experience, your business is in capable hands.

We understand business because we have sat behind the C-suite desk. Michael McDonough, was Chief Operating Officer of a nationally respected, San Francisco based, Investment Bank and Brokerage firm where he was responsible for all aspects of its internal financial and insurance operations. Additionally, he has led his local business community as President of the Alameda, California Chamber of Commerce and serves on the Board of the Alameda Boys & Girls Club. 

Now, as a Registered Representative and Financial Advisor with Principal Securities, Michael uses his past experience to offer businesses strategies to address the concerns of business owners.

Call us today at 510-995-8850 for your FREE consultation