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Your business,

your life

As business owners ourselves, we understand the complexities involved with this vital part of your life, and have strategies to help simplify yours. From mitigating taxes to modeling a business sale, we can help uncover and prioritize your needs and walk you, and your team, through each step toward reaching your overall objectives.

As we help with succession planning and strategies, there are many issues to consider and plan for. Above all, we want you to be comfortable with our planning process and understand how working together and with your other professionals can make a difference for you and your family. Walking you through each step and concern from liquidity planning to tax efficiency, we illustrate and explain how much you need to keep in versus out of your estate – which has a huge impact on the success of intergenerational wealth transfer. We also focus on modeling cash flow needs, detailing how payments to you and opportunities for reinvesting can be part of your overall plan.

Our team coordinated and implemented the first phase of an employee stock ownership plan (ESOP) for this private business with a $15 million value. We built a detailed model to illustrate the owner’s benefits and company benefits as well. Educating the executives and staff on the benefits of the program was a key part of this process.

With $5 million, this institution was looking for help to manage its gifted assets with a total return investment strategy. We created a diversified income portfolio designed to meet its goals and help the institution turn its attention to fulfilling its mission.

Diversification does not guarantee a profit nor protect against loss.

Past performance may not be indicative of future results. Investing involves risk including the possible loss of principal. There is no assurance any investment strategy will be successful. The strategies mentioned may not be appropriate for all investors.


“There is no respect for others without humility in one’s self.”


Henri
Frédéric Amiel