Because our firm is a small business, we can appreciate the challenges that small business owners face, first-hand. Building partnerships, negotiating contracts, attracting and maintaining a talented workforce, and operating within an ever-changing regulatory environment are no easy tasks, not to mention the myriad other demands on one’s time.
With the whirlwind of activities demanded of owners, few entrepreneurs naturally step back to synchronize their personal and business plans. As we engage clients who own businesses, we help them to begin with the end in mind, considering the potential exit strategies that they may have (even if they are just founding the firm) and what steps are most important to address in the near term.
From establishing and funding a buy-sell agreement to getting estate planning documents in place to building one’s personal financial plan to enjoy retirement, we help business owners build plans that pull all of their resources together into one coherent planning process. We walk through a series of meetings that help business owners think through:
- Company Retirement Plan Design
- Buy-Sell Agreements
- Estate Planning
- Succession Planning
- Personal Retirement Planning
- Asset Allocation of Investment Resources
- Exit Planning to Capture the Maximum After-Tax Payout