FINANCIAL ADVISOR FOR BUSINESS OWNERS AND ENTREPRENEURS
As a business owner, you focus on running and evolving your business every day. As independent financial and investment advisors for business owners and entrepreneurs, our focus remains on you and your family—managing your wealth with only your best interests in mind.
Are you ready to talk with a Verdence advisor?
CHOOSING THE RIGHT ADVISOR FOR YOUR BUSINESS
Selecting the right financial advisor is a critical decision that can significantly impact your company’s future. We help business owners answer the questions that are most important to them and construct a long-term strategy for evolving business financial goals leading toward an eventual exit event or succession plan.
The ideal advisor for entrepreneurs isn’t just any financial professional—they must possess a unique blend of skills, experience, and understanding of the complex challenges faced by business owners.
From navigating cash flow management to planning for business succession, your chosen advisor should be well-versed in the intricacies of entrepreneurial finance. But how do you identify the perfect match for your specific needs?
Our comprehensive white paper, “Financial Advisor for Entrepreneurs: Choosing the Right One,” offers invaluable insights into this crucial selection process. Download it now to ensure you make an informed decision that aligns with your business goals and sets you up for long-term success.
Each day, we answer these and other questions for our entrepreneurial clients. We work with business owners on their own individual portfolios while driving toward long-term net outcomes for their business in the future.
- Am I ready to sell my business?
- How does the M&A process work?
- What is my business worth?
- What is my exit plan?
- Can I preserve my lifestyle after a transition?
- How do I raise capital?
- How do I raise capital and maintain control of my business?
- What is a succession plan?
- How can I transition my business to my employees? To my family?
- Do I have the right team of advisors?
- When should I start planning for a transition?
- What impact will my business have on my estate?
- How do I psychologically prepare for a liquidity event?
- Will my net outcome be enough to fund my needs for the rest of my life?
- What is my next endeavor?
- How can I support those causes most important to me and my family?
- How can I become a philanthropist or start a foundation?
Some of the areas we focus on include:
- Executive Planning
- Business Exit Planning
- Liquidity Needs
- Business Succession Planning
- Investment Management
- Alternative Investments
- Tax and Estate Counseling
- Philanthropic Strategies
Ready to talk to one of our experienced financial advisors?
We work with you on your individual portfolio while driving toward your long-term net outcome, whether it’s a business liquidity event or strategic succession plan.
