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.

     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. Call today.

  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

Owner's 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

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Is a SEP-IRA Right for Your Business?

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

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

View all articles arrow

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.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Tax Management Strategies

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

RE: Retirement

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Retiring the 4% Rule

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow