Peace of mind is knowing what the business is worth, and the facts to support why.
Warning - Prevent big money mistakes. Most others use shortcuts (they leave out key professional standards and steps) to give you a bad guess in a cheap and easy report off by 25% on average. Send us a report or someone's sample. We’ll show you a costly mistake free, and options for your Best Next-Step.
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."
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
It's important to understand how inflation is reported and how it can affect investments.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
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The average retirement lasts for 18 years. Are you prepared to fill that many days?
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There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.