Custom Guidance for Business Owners

We can help create a custom financial plan that is designed to address all your interwoven objectives and support your business and personal needs. Whether you want help with cash flow and tax efficiency, lending strategies or selling your business to a suitable buyer, we will be your guide.

Building a legacy on your terms

Business owners are often too busy to reflect on whether they are giving enough attention to what matters most. We have the resources to help clients consider the impact they want to make in their family, charitable and career endeavors.

Your life’s work is poised for a transition. We can help you:

  • Work through business valuation and how to structure a sale
  • Plan for the income tax on gains
  • Plan to help you pursue new goals post-sale

Through our partnership with Raymond James, we we have direct access to more than 650 investment banking professionals with deep industry, knowledge, and transaction expertise to assist you in identifying the ideal suitor for your business.

Ready to sell? See this guide.