Helping Business owners navigate the relationship between business and personal finances
Owner Wealth
Building owner wealth involves strategic long-term planning.
As a business owner, your hard work and dedication have built something meaningful. Now, it's time to ensure that your business works for you. Building owner wealth involves strategic planning and smart decisions that align your business goals with your personal financial aspirations.
Business Is Personal
Too often, business owners get caught in a painful tug of war between their business finances and their personal finances. It’s easy to lose track of your personal quality of life, when your take-home income relies on keeping business healthy. So, it’s essential to know how your two worlds impact each other.
We’ll run financial scenarios and “What If” reports to help you see the big picture, and make the tug of war hurt less.
Life Goals & Major Purchases
Owning and operating a well established business is incredibly rewarding – and incredibly stressful. Often, it’s things “outside the business” that make it all worth it – the travel destinations, vacation homes, and college tuitions.
We’ll map out your business finances to get them moving in harmony with the ebbs and flows of your personal life needs.
Exit Planning & Retirement
For most established business owners, their company is their largest financial asset. That means that selling their business someday is a critical factor in planning for how to fund “life after the business”.
We help owners by calculating the Target Valuation they’ll need to fund the lifestyle they desire after selling their company. And along the way, we work with owners to extract capital from their business, invest it wisely, and diversify their assets.
I still feel like I can ask them anything. And I know with their help that the money I’ve earned is going to work for me, not the other way around.”
—SMall business Founder/Entrepreneur
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