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Business Owners

Integrating the Well-Being of Your Team and Your Business
With You & Your Life

Balancing Present and Future Financial Health
Requires Diligent Consideration

As a business owner, critical choices are up to you. These decisions can vastly affect your business and those responsible for its operations. We understand your impactful position, which is why we’re dedicated to supporting you at every stage. Whether you’re in need of a new or updated retirement plan or are seeking to protect or sell your assets and business, we’ll be your confidant towards financial stability. When it comes to implementing your plan, our collaboration with tax and payroll professionals provides tax support along with a smooth participatory process for your team.

If You Own a Business, You May Be Asking Questions Such As:

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What retirement plan is the best fit for my company?

How can I protect my business and wealth?

I’m looking to sell my business. What steps do I need to take?

What retirement plan is the best fit for my company?

Depending on your business’s structure and your goals, your retirement plan should be customized to your unique company. You may be aware of the many different kinds of plans available but may also be unsure which is the right fit for your particular situation. If you’re wondering if your current plan is right for your business or if you’re looking to develop a new plan altogether, we’re here for you.

We’ll begin by understanding your business’s structure and your priorities regarding the plan. By painting a complete portrait of your company and goals, we’ll take a look at your options, including pension plans, incentive match plans, and different types of 401(k) plans. With a proper retirement plan in place, you can balance the future financial security of your hard-working employees with your business’s financial well-being.

How can I protect my business and wealth?

Whether you’ve been in business for a few years or decades, continually protecting your company and your own wealth is critical. As a business owner, you have specific challenges to tackle, such as obtaining the proper insurance and separating your business’s assets from your personal finances.

With a personal CFO by your side, safeguarding the present and future financial security of your business is simpler. We’ll assist you in setting up a protection strategy and arranging your own finances. Ongoing monitoring of your business assets, liability concerns and overall protection strategies is our aim, so you can feel at ease when it comes to conserving what you’ve worked hard to grow.

I’m looking to sell my business. What steps do I need to take?

You’ve spent time and energy building your business, which is why selling off your company can feel monumental and, at times, overwhelming. You want to be sure your company is selling at the proper valuation on the market. In addition, finding and preparing new leaders to assume successful ownership requires careful planning.

We understand the ramifications of selling your business and moving on to a new chapter. If you’re ready to leave your company, we’ll assist you in selling and handing off your business as well as handling the proceeds of the sale. With our CPA firm partner, you’ll also have access to professionals that can manage the tax implications of your sale. Confiding in us provides you with personal service, supported by unmatched, comprehensive resources.

Ready to Collaborate?

Schedule a Complimentary Consultation