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.
Our benefits practice is designed to support the retention of your talented staff and attract new talent. We focus on ensuring your staff are well cared for without hurting your businesses bottom line. Whether it’s improving an existing 401k and health insurance plan or adding executive benefits for your most valued team members, our benefits solutions are tailored to the unique needs of your business and your team.
Business Succession/Exit Planning
Our business succession/exit planning practice help owners and highly valued executives with significant company stock plan their next steps with confidence. It begins with planning for your personal financial satisfaction, then we transition to planning the exit itself. Using our Value acceleration Methodology, we take meaningful steps toward your transition in within 90-day increments that don’t overwhelm you or your team. Ultimately, our process can increase the value of the business, simplify the transition, and avoid unwanted friction.