capital planning advisors
From small first-generation businesses to larger companies and family businesses thriving throughout multiple generations, preserving the financial interests of your business is important in achieving both your business growth goals and your personal aspirations.
Financial planning can benefit every business with insight into current performance, existing limitations or challenges, and future milestones for progress.
As business owners ourselves, our team of professionals will help your business navigate complex financial, legal, and tax environments while ensuring your objectives remain the foundation.
Planning for the succession or exit of an owner out of your business can be a challenging transition to navigate. This may be the single, most significant financial event of your lifetime.
The value of developing a formal, written business exit plan cannot be overestimated. With customized planning, we help you consider the most crucial and complicated aspects of your business, including:
- Lifestyle & Financial Goals upon Exiting
- Timeline to Exit from the Business
- Available Non-Business Resources to Meet Financial Goals
- Maximizing the Value of the Business
- Tax Cost of the Liquidity Event of the Business
- Post Transition Estate & Legacy Planning
Multi-generational family businesses often face a unique challenge in balancing the preserving of the legacy of the founders, the capital needs of the company, and the profitability distribution desires of the families who represent the ownership, but often do not all work for the family business.
We work closely with clients to coordinate plans that align with the owner’s business succession objectives while working with potentially complicated family dynamics. As successful planning milestones are met, our clients often carry out deeply meaningful objectives through estate planning, charitable planning, and community involvement.
Family business planning services often include:
- Tax Planning
- Estate Planning
- Charitable Strategies
- Multi-Generational Wealth Planning
- Family Governance & Family Council
- Buy-Sell Planning
- Liquidity Planning
- Estate Tax-Minimization Strategies
We often serve as a coordinating advisor with clients’ existing tax, business, and legal professionals, as well as other internal and external advisors.