Business owners face unique challenges – and opportunities – in terms of financial planning.  You’ve worked hard to develop your ideas into a successful business, or perhaps you’re considering becoming self-employed.  Come talk to us first – we’d love to give you an hour of our time to share with you some pitfalls and must-haves.

Our process begins with a conversation: listening first to understand you, and only then will we start to tackle your financial situation.

Executive Transition – you worked hard to develop a business and now it’s time to enjoy the results.  Many entrepreneurs spend years building up a business, but then fail to consider how to make the transition to retirement.  Having a financial plan in place will help you design an effective business succession strategy.

Are you on track to achieve your goals and retire on your terms?

Going Out on Your Own – If you are considering moving to self-employment, contact us to discuss how to revise your financial plan.  Working together we will help you adjust from a situation where a previous employer might have provided benefits, such as life or health insurance or a company pension.  Self-Employed entrepreneurs can gain tax write-offs, additionally we can help you pick the right retirement plan going forward.  How you structure your business can dramatically impact how much you are eligible to save pre-tax for your own retirement. 

We love it when you ask us first!

Business Buy/Sell and Key Man – Depending on the sale ability of your business, an entrepreneur can possibly build a business that will sell for a lump sum to fund retirement.  Exploring the many methods, taxability of the sell, and continuation strategy is one of our strong suits!  It’s also wise for an entrepreneur to build their own investable net worth along the way.  Retirement plans, cash-value life insurance, key man benefits, can all arrange for liquidity for a successor to buy the business, or allow you to walk away if your business is not sellable. 

Are you working with someone who has experience in complex situations? Do you want to get the most from your business and be fair to your family and employees?

We have a successful track record and stories to share.  Call us for a complementary conversation and we’ll share a tale or two!

Schedule a no-obligation consultation