Business owners know that success is hard won and challenging to maintain. Your business has been built through sacrifice, long hours, mastery of new and unanticipated skills, and relentless determination. Now that your legacy has been established, you may have questions about how to maximize your business’ value or how to transition it to the next stage.
Financial planning for business owners:
Entrepreneurs must adapt to an ever-changing market, and your time is best spent working to help your business grow. We help identify planning opportunities and potential issues around taxation, estate, partnerships, succession, and risk management. We serve as a sounding board for our business clients, working with their team of professionals. We provide our clients with advice on:
Transitioning to Retirement
When owners transition to retirement, determining an exit strategy can be complex. We work with our clients to examine their options for succession or sale, always mindful of how to lower taxation and increase value. Preparation for the sale or transfer of a business can take years of planning to maximize the after-tax value from the lifetime capital gain exemption. We help our retiring clients to:
If you have a business need that requires advice, please reach out for a consultation.