Broker Check
  Certified Business Appraisal, CBA              513-266-3226

          Peace of mind is knowing what the business is worth, and the facts to support why.

You can use our expert certified valuation to negotiate a smarter deal.  How?
We organize your facts to set a useful and fair value.  No process shortcuts

like others who make risky guesses. 
 Fees are fair and known when you start.
CFP, RBC, BCBA Training & Ethics.  Call, you can make better money decisions.

Make Better Money Choices

Calm your financial fears by starting  with your business and personal facts to make better settlement decisions.
Guard against divorce money mistakes. Know what business valuation documents you need to back up the evaluation. Have high confidence in a fair deal value for the business that is often the highest valued asset.
Obtain expert accounting help to find hidden assets. Be prepared with detailed facts to win negotiations, and in court if necessary.

Preparing for Divorce

  Succession
  Exiting Guide

Understand succession stages, steps, and timing to make easier internal executive and external transaction choices.
Wisely choose your best buyer and sale method. Avoid dozens of tricky succession mistakes. Know what company records buyers are going to ask you for, and how to control your private data.
Set a fair deal with a fair price and financing terms. Know how your sale and deal due-diligence helps your transaction go the distance to the last check.

Succession Planning

Your Total Wealth Plan

Build and preserve your  financial independence by synchronizing  personal and business goals. You'll see where mismatches cause costly mistakes.
Use your better judgment to balance how alternative plans affect your long-term wealth and financial security. Dodge the money stress by coordinating your financial challenges.
Organize your data and documents required to wisely exit your company, to meet your needs for retirement income, and to safeguard family.


More On Coordinating

Bridge the Gap in Your Business and Personal Financial Planning

Whether your goal is investing to build wealth, increasing financial security for you and your family, funding your retirement, or selling and exiting your business, our process offers you proven peace of mind options.

Our team has the professional credentials and years of experience to coordinate your personal financial goals and business ownership challenges.

Have more peace of mind now. You will get the help you want to make better personal and business money decisions today. 

Learn more

Your Company's Financial Future

Today's business environment presents constantly changing financial challenges. Along with these challenges comes growth opportunities and potential rewards for those who identify long-term trends. 

Whether you're facing business succession planning for retirement—or looking to better understand certain business expansion ideas—we can help you address your most pressing questions to coordinate your personal and business financial planning. 

Check out our page on Using Your Business Valuation for Strategic Planning.

Valuation FAQ

"If you don't know where you are going, you'll end up somewhere else."

Yogi Berra

"Price is what you pay. Value is what you get."

Warren Buffett

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

View all videos arrow