Peace of mind is knowing what the business is worth, and why.
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.
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.
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 money challenges.
Organize your data and documents required to wisely exit your company, to meet your needs for retirement income, and to safeguard family.
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.
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.
"If you don't know where you are going, you'll end up somewhere else."
"Price is what you pay. Value is what you get."
"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."
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Why have the markets been so volatile recently?
If you find it hard to attain personal life goals, there’s an app for that!
One way to find money is to examine your current spending habits and eliminate money wasters.
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.