We help entrepreneurs to unlock their personal wealth, find opportunities to rapidly grow their business value, and regain control of the work life balance by focusing on building an attractive, “sale -worthy” business now using the values acceleration methodology and tax efficient wealth management.

We help our clients in three ways.

Business Benefits Planning

Personal Financial Planning

Business Succession/Exit Planning

Imagine This..

Being a business owner, entrepreneur, or High-Net-Worth family can be challenging but, it doesn't have to be. It is my passion and life’s purpose to simplify financial matters. We begin by understanding what is most important to you and how they are interwoven into your personal finances. We help you gain control of your personal finances and define steps to maximize your personal wealth.

For high-net-worth families, we take a personalized approach to the personal planning and wealth management. We cater to the individual needs of each family member, offering unique services needed to care for each family member distinctly. This “a la carte” approach is crucial because no two families are alike.

Business owners, once your personal finances are evaluated, we begin our assessment of your business(es). Even successful, well established, businesses benefit from a 3rd party analysis. Our goal is to find meaningful ways streamline your roll within the business, to afford you more time for family and/or other endeavors, and to make your business more attractive when you’re ready to sell. Interestingly, most business owners have 80% of their net worth tied up in their business(es); and there's a good chance that it will be a meaningful part of your retirement plan. Surprisingly, 80% of businesses never sell, leaving a significant part of your net worth lost. That’s why it’s critical to develop a business exit strategy. Our structured value acceleration process can help ease the stress and help to provide significant growth within manageable timelines.

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