Business Owners
“I need someone to focus on me while I am focused on my business”
You know how challenging owning a business can be. It’s normal to wonder if you can make the business really work for you. And it’s okay to worry that you are leaving money on the table. It’s important to coordinate your personal financial plan with your business priorities, so that your personal future isn’t left to chance. You don’t have to do it alone.
If you have questions that sound like these, you are in the right place.
Am I creating and receiving value from the business in an efficient way?
What retirement benefits should I provide to employees, and how does that affect me personally?
As a business owner, or especially as a partner, what special risks am I exposed to that need attention now?
How do I create a business that is attractive to buyers?
How should I structure the sale of the business to minimize taxes and match my personal needs?
As fellow business owners, we know that when your business is coordinated with your personal finances in the right way, it puts your mind at ease, and allows you to focus on what you do best: making your business even more successful.
We believe that our services are best suited for Business Owners whose businesses have between 10 to 250 employees.
WHAT’S MY NEXT STEP?
15-30 MINUTE PHONE CALL
We’ll answer your questions about what it’s like to work with us, and we’ll have a few questions for you as well.