Financial advisors to entrepreneurs
We recognize that an entrepreneur’s business is often their single largest asset. We integrate this asset into an entrepreneur’s master financial life plan; provide trusted, knowledgeable counsel on how to maximize the value of that asset; and provide real-world, implementable management control systems to mitigate risk to the business and to the entrepreneur personally. Our focus is on maximizing the success and value of the business and aligning its goals with an entrepreneur’s comprehensive personal financial plan.
A master financial plan may incorporate strategic planning for the business; financing efficiency (flexibility to support the business’ needs; cost; resiliency against shocks); prudent risk management (insurance; legal structure; human resources); and exit/succession planning alongside the entrepreneur’s personal and family goals.
We meet with you to understand your concerns. If requested, we review current and historical financial statements and key legal documents to obtain a further understanding of your business. Following this meeting and document review, you can expect the following:
- An initial assessment
- Written preliminary findings including proposed tangible recommendations and action items
- Assistance with prioritizing action items and tasks (mitigate weaknesses and identify opportunities for the business)
- Periodic meetings to monitor progress and update the plan
- Ongoing support; serve as a confidential, knowledgeable sounding board. In some relationships and to varying degrees this effectively takes on the role of an advisory board.
Providing maximized tax deferral options for business owners while offering robust, cost-efficient, customized, and user-friendly retirement plans to employees.