Who We Help: Business Owners
As a business owner, you are a doer. Let’s make sure your hard work isn’t wasted on leaving the IRS a tip.
Some Examples of Who We Help
*Not actual clients
Scott
Founder/CEO of a trucking company
Wanted help with tax planning and cash flow. Retirement accounts became very important to him.
Thomas
Luxury home building company
Needed to strategize how to maximize the value of his business for an eventual sale.
Gary
Owns an online marketing company
Desired to provide a 401(k) for his employees
Mitch
Manufacturing Company
Sold his company and realized he needed help managing his money.
How we help business owners
Challenges We Solve:
- Exit & Liquidity Strategy: The value of your business likely makes up the majority of your net worth. We’ll strategize with you optimize growth, taxes, cash flow, and how you plan to exit the business one day.
- Tax Strategy: Consistent and strategic tax moves can really move the needle. You deserve an advisor who understands taxes and can help you execute the right strategy for you.
- Retirement Planning: From setting up a retirement account to planning out your retirement needs, we can help you feel the security that you need to retire.
- Wealth Preservation: We’ll help you to protect and grow your wealth while mitigating risks associated with market fluctuations and economic downturns.
- Legacy Planning: Together we’ll define your goals of what to ultimately do with the business and then execute the plan. This is your story.
Want to see how we can help?
Find a time on Jake’s calendar for an intro call