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. 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.
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 driving toward net outcomes on their businesses.
Some of the areas we focus on include:
Cash Flow Management
Business Exit Planning
Business Succession Planning
Tax and Estate Counseling
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.