The Must-Have Professionals and Protections for Small Business Success

Running a business takes serious hustle. You’ve got operations to run, clients to keep happy, and your bottom line to track. But while you’re grinding to grow your business, don’t forget to get your personal financial and legal stuff in order, too.

We’ve got your back. Here’s a checklist of the key professionals and protections you need—not just for your business, but for your personal life and family, too. The best part? We’ve got trusted pros to refer you to for each one!

Must Have	What It Does	Why It Matters
1. Estate Planning & Trusts	Ensures assets are protected and finances are handled according to your wishes if something unexpected happens. A trust can help avoid probate and protect assets.	Protects both business and personal assets, ensuring a smooth transition for your business and loved ones.
2. Financial Advisor	Helps with wealth building, retirement planning, investment choices, and business succession strategies.	Provides a strategy for managing finances in unpredictable times and ensures tax-efficient investments and growth.
3. Business Attorney	Provides legal expertise for contracts, forming an LLC, disputes, and ensuring legal agreements protect assets.	Protects your business and personal interests, preventing legal issues and saving time, money, and stress.
4. Business Insurance	Covers unexpected events like lawsuits, property damage, or cyber threats depending on the industry.	Protects your business from financial setbacks caused by unforeseen events, ensuring your business stays secure.
5. Marketing & Branding	Helps with building a strong brand, professional website, and effective marketing strategies.	Attracts customers, builds credibility, and makes your business known, ensuring growth and visibility.
6. IT & Cybersecurity	Sets up secure systems, provides training, and protects against data breaches and cyber threats.	Ensures the protection of sensitive customer data, business finances, and your reputation, safeguarding your business.
7. Mortgage Lender or Real Estate Agent	Assists with financing options, negotiations, and real estate decisions, whether for personal or commercial properties.	Helps navigate real estate transactions, ensuring decisions align with your financial goals and secure valuable investments.
8. Bankers for Funding & Growth	Provides access to loans, lines of credit, and strategic financial guidance for business expansion.	Supports your business growth and financial stability through the right funding and strategic financial planning.
9. Property Managers for Rental Properties	Manages tenants, maintenance, and rent collection for rental properties.	Eases the burden of property management and ensures you maximize rental income without the daily stress.

We’ve Got Your Back!

At Stillwater Business Solutions, we get how tough it can be to find the right people to support you. That’s why we’ve built a network of trusted pros who can help with all of this. If you need a connection, just reach out—we’re here to make the intro.

Need a referral? Just ask. Seriously, even if we don’t know each other yet! We love connecting with fellow small business owners and helping them find the right people to take their business to the next level.

Remember, taking care of your business starts with taking care of yourself. We make sure our clients have everything they need to thrive both personally and professionally! That's just The SBS Way