Financial Planning for Business Owners
Integrating Business & Personal Finances
Aligning your life’s work with your long-term goals
For many business owners, personal and professional finances are closely connected. We help you develop a comprehensive plan that accounts for both—ensuring your personal goals, retirement readiness, and lifestyle needs are supported by your business decisions.
Retirement & Exit Strategies
Preparing for life after ownership
Whether you plan to sell your business, pass it to family, or shift into a passive ownership role, your exit requires careful planning.
- Retirement Income Planning: We help ensure your business can support your personal income needs after transition.
- Business Valuation Support: We coordinate with valuation experts to help determine what your business is worth.
- Exit Timeline Alignment: We align your personal financial goals with a realistic timeline for your exit.
- Tax-Smart Transitions: We help you understand the tax implications of selling or transferring ownership.
Business Succession Planning
Creating a clear plan for the future of your business
Succession planning isn’t just about who takes over—it’s about preserving value, retaining key people, and protecting what you’ve built. We help you identify successors, plan for a smooth transition, and work closely with attorneys and accountants to support legal and tax considerations every step of the way.
Tax Strategies for Entrepreneurs
Reducing taxes through proactive coordination
We collaborate with your CPA to implement tax strategies designed to benefit both your business and your personal plan. From choosing the right retirement plans (such as a SEP IRA or Solo 401(k)) to navigating capital gains implications on a business sale, we bring a planning-first mindset to tax efficiency.
