Business Owners and Executives
Business Owner Services
Welcome to our business owner services, where we are committed to guiding you through the complexities of financial planning and business strategy.
- As a Certified Retirement Plan Specialist (CRPS®), I specialize in aligning your company's retirement benefits with your unique business needs and goals, ensuring a secure future for both you and your employees.
- With my Certified Financial Planner (CFP®) designation, I offer holistic financial planning to help you make informed and strategic financial decisions that align with your personal and professional aspirations.
- As a Certified Exit Planning Advisor (CEPA®), I provide insights into the value of your business, identifying any potential gaps and enhancing its attractiveness for a successful exit plan.
Together, let's build a comprehensive financial strategy that not only supports your current success but also paves the way for a prosperous future.
Business Planning
We help business owners overcome obstacles and plan for their future. Our retirement plan consulting entails helping business owners align their company goals and values with a tax-efficient employer-sponsored retirement plan, whether that be a 401k, pension or other option. By taking a holistic approach and considering both the business and personal financial needs of owners, we aim to provide comprehensive guidance at each stage of their entrepreneurial journey. Our business planning services also include, but are not limited to:
- Succession Planning
- Risk Analysis
- Exit Planning Analysis
- Insurance Needs
- Retirement Plan Consulting
How We Help Guide You Through Successful Transition
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Understand the value of your business today, the potential it has tomorrow and how to get there.
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What makes your business valuable? It is likely that 80% of your company's value lies within the four intangible capitals or 4Cs. These intangible capitals consist of human, social, customer, and structural capital.
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Many business owners wonder how much their business is worth and how they stack up against their competitors.
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During the exit planning process, a consultant must balance an owner's business, personal and financial needs.
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Successful exit strategies follow two concurrent paths. The business improvements path and your personal and financial planning path.
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What's your business worth? Whether you're buying, selling, merging or borrowing, valuing your business is the first step.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Exit Planning Analysis
In today's competitive business landscape, effective exit planning is crucial for maximizing the value of your enterprise when it's time to move on. We believe that's where Value Acceleration Methodology comes into play. This comprehensive approach is designed to systematically enhance your business's worth, making it more appealing to potential buyers and ensuring a seamless transition when you're ready to exit. By integrating this methodology into your exit planning strategy, you can identify key value drivers, address potential weaknesses and implement growth initiatives that bolster your company's market position. Ultimately, the Value Acceleration Methodology not only prepares your business for a successful exit but also ensures that you, as a business owner, can achieve your personal and financial goals with confidence and clarity. Working with your other trusted professionals, let us help you navigate this journey, ensuring your legacy and hard work are reflected in the true value of your business.
*The passage about Value Acceleration Methodology was written by Christopher M. Snider, CEO of the Exit Planning Institute (EPI), who created the methodology. The concepts are covered in depth in his book, Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value and Unlock Wealth.
