We work with business owners with revenues typically between $5 million and $50 million who are considering slowing down, selling, or transferring their businesses in the next several years.

To fully monetize the value of your life's work, it's optimal to plan your transition holistically—several years ahead.of the eventual transaction.

• Create an exit plan detailing when, for how much, and to whom you want to transfer your business—and help implement your plan.  

 

• Make a personal financial plan quantifying how much you need to support your retirement lifestyle—and help implement your plan.

 

• Set up executive benefits for your key employees to attract, motivate, and retain them to help grow the value of your business.

 

• Implement a contingency plan so your business continues without disruption or financial ruin in the event of death or disability.

 

• Invest your money with a clearly defined philosophy, using a process that is highly disciplined and consistently applied.

We work with highly compensated professionals who are juggling many competing priorities—family obligations, a demanding career, personal development, etc.—that occupy much of their available time and energy.
 
We provide financial guidance by helping organize disjointed parts of your personal finance and building a roadmap to help achieve your goals.

• Help set your goals in alignment with people and values that are most important to you.

 

• Gather relevant information and data, and analyze and evaluate your current financial situation and available resources.

 

• Develop recommendations to help achieve your goals based on our analysis, and help implement our recommendations.

 

• Monitor your plan to give you a favorable chance to meet your goals, while making adjustments as things change in and around your life.

 

• Invest your money with a clearly defined philosophy, using a process that is highly disciplined and consistently applied.

Summary of Capabilities

// Comprehensive personal financial planning

// Comprehensive business succession & exit planning

// Investment advisory & portfolio management

// Insurance advisory & sales (life, disability, long-term care, annuities)

// Retirement income & longevity planning

// Wealth transfer & estate liquidity strategies

// Corporate retirement plans (401(k), profit sharing, defined benefit)

// Supplemental executive retirement & insurance benefits

// Buy-sell plan funding strategies

// Key person insurance

// Nonqualified deferred compensation plans

// Split dollar plans