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Business Owners

Custom Guidance For Business Owners

As an entrepreneur, you have so much to plan for: your business, your family, and your retirement. It's easy to get caught up in daily tasks and neglect your personal finances. That’s where we come in. We can create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

Building A Legacy On Your Terms

Business owners are often too busy to reflect on whether they’re giving enough attention to what matters most. That’s why we’ve gathered resources and inspiration to help clients consider the impact they want to make in their career, family and community.

Your Family Legacy

Your Family Legacy

Fill everyday moments with extraordinary love.

Your Career Legacy

Your Career Legacy

Create a lasting impression through your life's work.

Your Community Legacy

Your Community Legacy

Make a meaningful difference in the world around you.

Case Study

Creating A Thoughtful Exit Plan

Having made many sacrifices in building a company over the years, Frank and Emily were ready to make an exit plan. As part of a team of professionals that includes their CPA and attorney, we would help them thoughtfully prepare for this momentous decision – walking through valuation, laying out their options for the sale, and discussing the impact of taxes on the proceeds. The business sale also presented an opportunity for the couple to amplify their giving. We would show Frank and Emily how donating a portion of their company shares to charity could save them money in taxes, freeing up even more for their charitable giving efforts.

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.

Startup Stage

As you build your venture's foundation, we can help you:

  • Knit a safety net that includes a cash reserve
  • Build a moat around your assets via titling and insurance
  • Focus on your personal finances

Growth Stage

As you take your business to the next level, We can help you:

  • Identify financial opportunities for M&A activity
  • Help with tax-aware investing and planning
  • Analyze risk as your business grows

Exit Stage

Your life's work is poised for a transition. We can help you:

  • Work through business valuation and how to structure a sale
  • Plan for the income tax on gains
  • Plan to help you pursue new goals post-sale

Established Stage

As you enjoy business stability, we can help you:

  • Build up business resilience and run a stress test
  • Address your estate planning
  • Review your options for transfer of your business

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