Working with entrepreneurs

BUSINESS FORWARD


As a firm established by entrepreneurs, for entrepreneurs, we bring an experienced perspective and advanced understanding of the complex opportunities and challenges that business owners face at every stage of their personal and business lives — from launch, growth, exit and beyond.

What It Looks Like

goal

Develop and maintain a liquid investment portfolio independent of my private business entities and volatility of the investment markets

completed

Reduced interest rate on personal debt by 30% and restructured to achieve tax deduction

completed

Building an investment portfolio that coordinates with private business ventures

completed

Developing a portfolio distribution plan to fund lifestyle independent of business ventures

Still To Do

Review business debt strategies for strategic opportunities

goal

Create and implement the succesion plan for our privately held family business

completed

Assess internal and external succession options

completed

Structure the business to mitigate or eliminate taxes as we go through succession strategies

Still To Do

Evaluate family member compensation and distribution strategies

Still To Do

Determine feasibility of alternative internal solutions, such as ESOP

Why BUSINESS FORWARD

Knowing you have a clear strategy for your wealth can provide peace of mind and allow you to focus more on running your business, enjoying your life and continued success. We provide comprehensive support every step of the way.

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EXPERIENCE & EXPERTISE

With hundreds of years of combined experience, we know the challenges and pitfalls business owners most commonly face — and how to avoid them.

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CUSTOMIZED STRATEGIES

We leverage deep resources and insightful analysis to craft a strategy customized to your unique needs and goals. The result is a more balanced and well-thought-out plan.

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TIME EFFICIENCY

By simplifying the complexities of wealth in their personal and professional lives, we are able to give successful business owners more of their time back.

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COMPREHENSIVE SERVICES

Our uniquely integrated set of services means you can count on us as your single trusted partner throughout the complete lifecycle of your business and beyond.

Your Exit Plan

On every entrepreneurial journey, there comes a time when you’ll need a plan for the next stage—succession, transfer or sale. We’ve developed customized solutions to help many business owners navigate the challenges involved, including:

  • Valuing your business and ensuring you receive full value
  • Analyzing the effectiveness of your buy-sell
  • Successfully transferring business ownership
Business Sale Strategies

Family First

How are you talking to your family about your wealth? Learn how our experienced team can help navigate intrafamily dynamics by taking a proactive approach to solving complications with your family.

  • Financial Planning
  • Investment Management
  • Income Tax Planning
  • Insurance & Asset Protection
Learn More

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

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