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 can ask anything and make better money decisions. Start Now.
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.
Can I Retire
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."
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Five creative (and inexpensive) ideas for motivating your employees.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A change in your mindset during retirement may drive changes to your portfolio.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a quick guide to checking to see if you have unclaimed money.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations? Here are three tips.