We want our clients to be aware of what their business may actually be worth. If your business is potentially your largest asset, wouldn’t you want to know what it is worth and whether you are paying more than your “fair share” of taxes? It is a natural question, that unfortunately, we find to be unknown by the business owner.
Maximizing your business value with positive profitable growth is a great way to reach your objective. You want to be in control while at the same time building a successful team that are all rowing in the same direction; the direction to achieve your company’s success and your personal independence.
Probably not today but when the time is right you want to be knowledgeable, prepared, and in control with options regarding how you want to capitalize on all your hard work. We are guessing you will want help to minimize the tax impact. If you don’t plan ahead, others will make the decisions for you. We are also guessing it may not be in your best interest. What type of transition is right for you?
What does your business have to be worth, combined with your other assets, to provide for your financial independence? We do the heavy lifting for you with our advanced planning, experience in wealth management and our fiduciary duty to our clients. We strive so that what you desire to happen, does happen.
Looking for answers but afraid to ask? Check out our videos covering a range of investment topics.
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At SMART Group Houston, our goal is to help you build and secure a prosperous future for you and your loved ones. Our financial program considers your dreams, your desires, your strengths and your obstacles. The whole you. It’s the kind of approach you’re not likely to find from a majority of financial consultants. And that’s just the way we like it.
Check the background of these investment professionals at brokercheck.finra.org.
Profit Picture automates your spreadsheets and creates a visual representation of your most important data across multiple sources to show you trends and reveal current, actionable data in seconds.
Profit Picture provides usable intelligence that helps businesses track progress relative to their critical Key Performance Indicators (KPI).