Along your entrepreneurial journey we add value at any stage. Our unique approach, processes, experience, licenses, and deliverables, are all designed to help privately held business owners, starting with the end in mind, achieve financial independence. Which services are perfect for you?
BUSINESS TRANSITION PLANNING
You have invested a lifetime building an enterprise. What is the more tax effective way of realizing a transition to life of lesser involvement?
- Growing Companies
- Within 3-5 years of Transition (or greater time)
- Seeking Answers to What it Takes to be Financially Independent
Ensure a smooth transition with a proper plan to avoid devastating impact on your business, employee’s and other owners as well as the financial impact to your family upon retirement or death.
- Companies Doing Internal Transactions
- Wanting clarity & Understanding When Sold
- Assurance that Desired Plan Can Work
INFORMAL BUSINESS VALUATION
Truly understand the value of your business and the red and green flags that impact your largest asset.
- Personal & Business Planning
- Exit Strategy Planning
- Buy/Sell Agreements
- Mergers & Acquisitions
- Assessing Strengths & Weaknesses
KEY PERFORMER RETENTION
You have hired, or will be hiring, the game changers. You know they will be successful in this industry. Make sure they are successful at your company and not someone else’s.
- Attracting, Retaining, & Incentivizing Key Employees
- Looking to Increase Profitability
- Creating a “We are in this together” Attitude
OPTIMIZING CASH FLOW AND TAX PLANNING STRATEGIES
Take control of your tax situation and put those dollars on your bottom line where you can put them to use.
- Profitable Companies
- Those Searching for Tax Efficiencies
- Improving Purchasing & Debt Service Power
- Efficient Funding of Retention Plans
- Asset Protection
- Tax Efficient Qualified & Non-Qualified Plans
Allow your company’s data to jump off the page, informing you of opportunities and pitfalls. Don’t let knowledge hide in a sea of data in inefficient and ineffective spreadsheets.
- Building an Accountability & Rewards Culture
- Consolidating Fractured Systems or Locations
- Instant Visual Dashboards with Drill Down Details to Maximize Efficiency
- Companies Wanting to Break the Norm & Reach for Improvement
PRIVATE RESERVE STRATEGY
Use other people’s money to maximize your potential through compounding and collateralization.
- Profitable Companies
- Building Your Own Line of Credit
- Major Purchases– such as Equipment, Vehicles, Buildings
- Benefits for Today, Tomorrow, & Retirement
TRANSITION THRU EXECUTIVE RETENTION
You have built your company. Its success depends on the quality of its organization. An executive that can potentially increase the value of your company can possibly buy out the business when you are ready to transition.
- Transitioning Business to Management Team
- Transitioning Business to Family Members
- Those Not Wanting to Give Equity Today
- Assurance That the Business Will Be in the Right Hands
Let us give you clarity in reaching your financial independence. As a fiduciary, our financial planning process is designed to do the heaving lifting and bring you strategies & solutions that can help you succeed.
- Reducing Life Time Taxes Paid
- Asset Protection & Wealth Building
- Business Owners Wanting to Know What Their Business Needs to Be Worth
- Finding Money Lost Unknowingly or Unnecessarily
A complementary 401(K) review that will help you assess your personal risk, performance of investments, and fees.
- Mitigating Risk for Personal Liability
- Plan Participation
- Employee Awareness & Perceived Value of the Plan