Integrated financial strategy for business and practice owners
Your business and personal finances are interconnected.
We bring the pieces together into one coordinated strategy.
Do you find yourself asking:
Am I paying more in taxes than I need to?
Am I building wealth outside my practice?
Am I protected if something happens to me?
Am I maximizing the value of my business?
One strategy. Four connected disciplines.
Financial decisions rarely happen in isolation.
For owners of a business or professional practice, personal and business finances are deeply interconnected. We coordinate these areas within one financial strategy, so you can make decisions with the full picture in mind.
Sort out your finances and figure out how you can get from here to financial independence. Design and implement a comprehensive financial strategy that will address all of your financial objectives.
Cut through the noise and build and investment portfolio rooted in time-tested principles, supported by academic research and discipline.
Maintain accurate and timely financial records. Stay compliant with filings and plan proactively to minimize tax exposure. Make informed financial decisions about how you run and grow your business or practice.
Make sensible provisions for those who depend on your income in cost-effective and potentially tax-efficient ways, so an unexpected event doesn't undo what you've built and derail your plan.
Small business owners are unique.
You need a unique advisor.
For starters, planning for retirement can be tricky when you own a small business because, unlike your friends who retire from corporate jobs, you can't just walk away and "retire" from your business. You need to plan your exit thoughtfully, years in advance.
Let's talk about stepping away from your business or practice
Exiting your business or professional practice isn't just a transaction. It's where various disciplines converge. A decision in one area can affect the others. We help coordinate the moving parts before the deal closes.
Tax Strategy
A sale can create significant tax consequences, and many important planning decisions need to happen before the transaction closes. We work ahead of that deadline, not after it.
Retirement Income
Business owners often have much of their wealth tied up in their business or professional practice. We help turn exit proceeds into a long-term retirement income strategy.
Wealth Transfer
An exit can turn business or practice value into significant personal wealth. We help plan the efficient transfer of your wealth so more of it goes to the people you intend.