Business Owners. Create and Preserve Your Wealth Considering selling your business, in the process of selling, or just sold? We can help.

Considering selling your business, in the process of selling, or just sold? We can help.

Typically you have one shot to get this right!

Life is way to short to leave money on the table

Don’t let the IRS take the majority of your sale proceeds
Don’t let selling costs eat up your profits
Don’t net so little you can’t survive
Don’t let the current value be unjustly taken
Don’t let this happen because you failed to plan

Experience

to lead the way

We care about you having a successful transition/ exit from your business. We understand your concerns because we’ve been there. We know the sleepless nights & the stress of uncertainty you may feel right now. BUT, we have been helping entrepreneurs transition to the next phase of life for 25+ years.

Cleaver Team

Dynamic thinking

makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here

The key to your success is a customized plan.

“It’s not about how much you make, it’s about how much you keep!”

Couple sitting on the beach watching the sunset

Create the lifestyle you’ve envisioned

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Exit…. on your terms!

It's no surprise that a successful transition- whether it be selling all or part of your business or passing it on to an heir- requires a plan. We believe that to exit on your terms, it is critical to have an advanced exit business plan. We work with you to properly value your business and create a succession plan designed to maximize its financial potential

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Success has its rewards!

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.