Financial Planning for Business Owners
You put everything into your business to make it successful—now make sure you’re taken care of when you sell it.
As a business owner, your plans for the future center around your business. We will coordinate with your CPA, estate attorney and other professionals to build a roadmap for your future that merges your life at work and at home.
We help business owners with:
- A full review of your financial picture
- Personal tax planning
- Financial planning before retirement
- Charitable giving strategies to help offset taxes in high-income years and when you sell your business
- Life insurance questions involving material wealth in your business
- Ownership transition planning
Bob's Story
Bob's Story
You’ve put your blood, sweat and tears into making your business everything it is today. We’ll make sure you are taken care of, too.
Bob's Problem
While he never actually said it out loud, Bob always figured his retirement plan was to just sell his business and live off the proceeds. As he got closer to retirement, he realized he needed a clearer roadmap.
Our Solution
First, we helped Bob understand his total financial picture. Then we helped him build a diversified income plan that was not solely reliant on selling his business for a certain price.
