Business Owners

Aligning Business Objectives with Personal Financial Planning

  • What motivated you to start your business, and what are your long-term goals for its growth and success?
  • How do you envision your role within the business evolving over time, and what impact will that have on your personal finances?
  • Are there any specific milestones or major decisions on the horizon for your business that will impact your financial planning?
  • How do you see your business contributing to your overall financial legacy and the well-being of your family or future generations?
  • How do you plan to transition out of your business in the future, and what are your goals for that process?

We take pride in our ability to understand the distinct needs of business owners and their families. Many of our clients are deeply immersed in their businesses, leaving little energy to address the intricate complexities of their personal finances. As a business owner’s dedicated partner, we offer hands-on guidance, education, and tailored solutions to address their specific and evolving needs. We hope our clients feel supported, informed, and confident in every stage of their lives.

  • We stand by you as your partner, offering business owners and their families a roadmap to optimize their personal financial journeys, intricately intertwined with their business endeavors.
  • We serve as your trusted guide, providing personalized support to craft and execute a comprehensive financial strategy. Our approach considers the interplay between your business and personal wealth, ensuring alignment with your unique needs.
  • We provide tailored advice across various critical areas, all conveniently available in one place. From in-house business advisory and tax planning to real estate guidance, intentional philanthropy, and meticulous estate planning, our capabilities cover the spectrum of your financial concerns.

We have a Certified Valuation Analyst (CVA®) on staff to help our business owner clients when faced with these issues:

  • An opportunity arises to sell or merge the business.
  • They are faced with transitioning the business to family members or other partners.
  • They are looking to expand the business and need to secure capital.
  • They are taking on new partners and need to determine buy-in price.
  • They are reaching retirement and considering an exit strategy.
  • Business partners or shareholders are exiting, requiring the business to be divided or dissolved.
  • They are embroiled in financial litigation.
  • They want to focus their energy to grow company value.

Depth of Knowledge:  Our team holds 15 designations, certifications and postgraduate degrees including:

  • Chartered Financial Analyst (CFA®)
  • Certified Financial Planner (CFP®)
  • Certified Public Attorney (CPA)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Investment Adviser Certified Compliance Professional (IACCP®)
  • Certified Retirement Plan Professional® (CRPP®)

Let us help you create a
roadmap to Invest Intentionally.®

Learn how we simplify financial complexities so you can focus on what matters most.