BUSINESS WEALTH CFO

Your Trusted Guide in Business
Helping You Grow Your Number 1 Investment

ABOUT YOU

You honed your craft and built a brand around it. You now enjoy the fruits of your labor, but the vast majority of your net worth is tied up in your business. At this point in your career, you are unsure of how to drive further value in your number one investment and implement a path to liquidate when once you are ready to turn the page and start a new chapter in your life.

THAT'S WHERE WE STEP IN

 

The Confidence and Clarity You Need to Succeed

We understand the challenges business owners face navigating the latter stages of their career, from increasing enterprise value to managing tax burdens, to creating a liquidity event. We know because we’re business owners ourselves. But, we’re also problem solvers so we’ve built a vast well of resources, technology, and expertise to help you make the smart, informed decisions you need to make to succeed. We make this possible through our proven financial planning process that includes:

• An initial SWOT-Analysis (Strengths, Weaknesses, Opportunities, and Threats) to gauge where you are today and where you really need help.

• A full business valuation to understand the current financial picture of your business as it stands today.
• A comprehensive insurance review, including life, disability, and property/casualty.
• The development of a 1-year, 3-year, and 10-year business plan comprised of quarterly goals, structured team meetings, and finding the right people for the right roles.
• Implementing strategies to reward and keep key employees.
• Proactive tax planning throughout the year.
• Concierge access to our professional team, including a CPA, bookkeeper, business attorney, commercial insurance agent, employee benefits expert, and commercial real estate broker.

 


 

Come Experience Your Potential

Curious what you're signing up for?  We're committed to providing you with only the highest quality educational content and information, including:

- Exclusive monthly guides and videos
- Timely financial planning tips throughout the year
- Invites to local meetups and events
- Question of the Month where we do a deep dive Q&A on a specific topic.

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Business Wealth CFO White Papers