Peace of mind is knowing what the business is worth, and the facts to support why.
No process shortcuts like others who use cookie-cutter software to make risky guesses. Fees are fair and customized to your project when you start.
You save by paying for only what you need.
Calm your financial fears by starting with your business and personal facts to make better divorce 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 payment check.
Sell for More,
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 plans.
Organize your data and documents required to wisely sell and exit your company, to meet your retirement income needs, and to safeguard family.
Choosing Your Business and Personal Financial Planning Direction
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.
Business owners take a direct approach to goals. You want the know how to make more money by cutting costs, dodging taxes, uncovering opportunities, and finding smarter ways to grow.
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."
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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Entrepreneurs all face the same question, “Which business structure should I adopt?”
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