BUSINESS OWNERS AND ENTREPRENEURS
As a business owner, your focus should be on running your business every day. As independent financial and investment advisors for business owners and entrepreneurs we are here to help you and your family ensure that your personal wealth is being managed in the right way. We help business owners answer the questions that are most important to them.
- What is my business worth?
- What is my exit plan?
- What would my life look like after a transition?
- How do I raise capital?
- How do I raise capital and maintain control of my business?
- 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?
Each day, we answer these and other questions for our entrepreneurial clients. We work with owners of businesses on their own individual portfolios while assisting them in maximizing the greatest net outcome on their businesses.
Some of the areas we focus on include:
- Executive Planning
- Cash Flow Management
- Business Exit Planning
- Liquidity Needs
- Business Succession Planning
- Investment Management
- Alternative Investments
- Tax and Estate Counseling
- Philanthropy Strategies
We work with you on your individual portfolio while maximizing the greatest net outcome on your business.
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