Peace of mind is knowing what the business is worth, and the facts to support why.
The answer to just one question drives every company's valuation.
You can use your expert certified valuation to negotiate a better deal.
We will talk about your why, then organize your facts to set a useful plan.
No process shortcuts like others who make risky guesses. Fees are fair and known when you start. CFP, RBC, BCBA professional ethics codes apply.
You are welcome to ask anything. 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.
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 financial 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."
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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The tax rules governing profits you realize from the sale of your home have changed in recent years.
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