BUSINESS OWNERS

The reason we work with business owners is simple. We are business owners.

​

We are not W-2 captive employees like the majority of financial planners, and that means we have the same challenges as you. And like you, we will eventually sell our businesses. This means we can advise you on how we would do it for our business.

​

Our approach looks at four pillars when considering your situation, including:

​

1.) Business Evaluations

Business evaluations are one of the main reasons that business owners approach us. They don’t know where to start when it comes to valuing their business. 

 

What’s our number one rule when it comes to business valuations? Do not underestimate or undervalue what you’ve built. Most firms that provide business valuations will charge you thousands or even tens of thousands for a business valuation. That’s where we are different. Our main goal is to provide maximum value to you. 

 

And in that spirit, we offer you business valuations at no cost.

​

2.) Succession planning 

Most business owners think of succession planning as their exit to a golden retirement, and that’s extremely important. However, just as important but often overlooked is planning for the succession of your business if you, the owner, passed away unexpectedly. 

 

As a business owner, you don’t want to face the far too common scenario where you work day and night creating a successful business only to have this scenario pass and your family or kids scrambling to figure out how to handle this situation. Working with us to ensure this will never be the case.

 

3.) Business Taxes

We are not fans of the IRS. And I’m guessing, as a business owner, you aren’t either. We want to ensure you aren’t forced to take on an additional business partner. Uncle Sam. 

 

Our nationwide network of CPAs and tax attorneys will educate you on little-known sections of the tax code to help reduce and recapture a portion of your tax burden.

​

4.) Employee Turnover

The reality is that the marketplace for quality workers is becoming increasingly competitive.

 

As more skilled workers leave the workplace for retirement, the available talent becomes increasingly more challenging to attract and retain. We help implement strategies to ensure you don’t have to worry daily if other companies are recruiting your best employees.