BUSINESS OWNER

We are business owners. We have personally navigated 2 acquisitions, 3 mergers, and a partnership buyout, all while expanding into new markets and tripling in size over the last 5 years.

Combined with our vast experience advising business owners, we have earned the reputation of being the go-to firm for those seeking to maximize their business value upon exit.

Our strategy includes collaboration with our world class team of professionals. The Business Owner Resource Network (B.O.R.N.) Team has been hand selected to meet the complex needs of our clients.

Our areas of expertise include:

Wealth
Enhancement

Back Title

Make the most of what you have by protecting your wealth from unnecessary erosion.   A tax mitigation plan can minimize the bite of taxes while ensuring the cash flow you need by preparing the business for a tax efficient sale, smart management of capital gains on your invested proceeds, and creating a legacy through estate taxes planning.

Maximizing Deal Structure And Payout

Back Title

Not all deals are created equal! At the end of the day, what matters isn’t how much you are offered; it is how much you keep. The devil is in the details, but when negotiating the deal structure, it is important to focus on the net payout.

Liquidity Management

Back Title

Liquidity management is key to wealth preservation. A well-vetted asset plan will help you make smart decisions with your capital and allow you to fulfill your dreams now and in the years to come. It’s a big transition. You have worked for your money; now your money is going to work for you. Ensuring you have the right plan in place is crucial to navigating this change.

Investment
Vetting

Back Title

After selling your business, you are sure to be bombarded with investment ideas and suggestions. Proper vetting takes those ideas from your family and friends (your buddy on the golf course) and runs them through a thorough analysis to determine whether they are in your best interest and fit with your plan.

Charitable
Giving

Back Title

Strategic planning can help maximize the impact of your charitable giving — from selecting the most efficient method (such as direct gifts, donor-advised funds or private family foundations) to selecting causes and specific organizations that will have the biggest impact and leave a lasting legacy for your family and the community.

Wealth
Enhancement

Back Title

Make the most of what you have by protecting your wealth from unnecessary erosion.   A tax mitigation plan can minimize the bite of taxes while ensuring the cash flow you need by preparing the business for a tax efficient sale, smart management of capital gains on your invested proceeds, and creating a legacy through estate taxes planning.

Maximizing Deal Structure And Payout

Back Title

Not all deals are created equal! At the end of the day, what matters isn’t how much you are offered; it is how much you keep. The devil is in the details, but when negotiating the deal structure, it is important to focus on the net payout.

Liquidity Management

Back Title

Liquidity management is key to wealth preservation. A well-vetted asset plan will help you make smart decisions with your capital and allow you to fulfill your dreams now and in the years to come. It’s a big transition. You have worked for your money; now your money is going to work for you. Ensuring you have the right plan in place is crucial to navigating this change.

Investment
Vetting

Back Title

After selling your business, you are sure to be bombarded with investment ideas and suggestions. Proper vetting takes those ideas from your family and friends (your buddy on the golf course) and runs them through a thorough analysis to determine whether they are in your best interest and fit with your plan.

Charitable
Giving

Back Title

Strategic planning can help maximize the impact of your charitable giving — from selecting the most efficient method (such as direct gifts, donor-advised funds or private family foundations) to selecting causes and specific organizations that will have the biggest impact and leave a lasting legacy for your family and the community.

Each of these categories is addressed during our
Business Owner Wealth Stress Test.

Stress testing challenges the wealth planning a business owner has implemented or is considering implementing to assess the likelihood of its efficacy in different scenarios and at delivering the expected results.

Do You Qualify?

To learn more about the professional history of our financial advisors, visit

FINRA’s BrokerCheck