Creative Planning

Creative Planning Business Services is a fractional financial back‑office partner for manufacturers who are getting ready to grow or eventually sell their companies.

SAMA members get a coordinated partner who helps them understand and plan for the most important parts of expansion and transition, including credits and incentives, cost segregation studies, succession and owner planning, tax‑efficient strategies, state and local tax exposure, data automation, AI tools, and vCFO‑level financial guidance.

Instead of working with separate advisors who do not communicate and only solve one issue at a time, our unique value is that we act as a built‑in, cross‑functional back‑office team. We work side by side with owners to simplify decisions, support growth, and help them prepare for a successful future sale or transition.