Too often business owners are too busy working in the business that they have little time to work on the business. Or you may have delegated certain aspects of long term planning, but it has resulted in a “junk drawer” of strategies and professionals. You may have engaged an accountant early on to help with tax filings and entity selection followed by an attorney to draft operating agreements. A financial guy may have implemented a Company retirement plan, and insurance guy may have advised in rolling out health benefits to employees. It’s unlikely, though, that these professional advisors have huddled in a room together to advocate for the Company’s best interests in a truly comprehensive manner.
That’s where we can help. We will coordinate all these advisors and strategies for you.
How do you maximize (and monetize) all your hard work? Whether you have built a lifestyle business that allows you to live comfortably and save for retirement, or you’ve built a recurring revenue enterprise with exit value, there are various planning considerations that we take into account. We’ve developed strategies that will help you maximize the value of your company in preparation for an exit. That exit may be next year or next decade, preparation can mean the difference of tens of thousands of dollars. We will help you implement compensation plans that retain and incentivize employees to work as if they are owners. We walk through estate and tax considerations both today and in preparation for an exit. All the while keeping an eye how your company fits in within your personal plan.