Business Owners

Gain valuable insights from Matt’s book on financial strategies and exit planning for the
Big-Hearted Business Owner™

Business Stages

Start Up Stage

As you build your business to the next level, we can help you:

Knit a safety net that includes a cash reserve
Build a moat around your assets via titling and insurance
Focus on your personal finances

Growing Your Business

As you take your business to the next level, we can help you:

Identify financing opportunities for M&A activity
Help with tax-aware investing and planning
Analyze risk as your business grows

Mature and Established

As you enjoy business stability, we can help you:

Build up business resilience and run a stress test
Address your estate planning
Review your options for transfer of your business

Exit Stage

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

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Custom Guidance For Business Owners

We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

Informal Business Valuations

Discover what drives value in your business.

Nonqualified Deferred Compensation

Retaining key employees.

Succession Design

Advanced insurance strategies including buy/sell agreements, key man, Section 162 executive bonus plans.

Exit Strategy

Outside or inside sale, ESOP, Private Equity.

Sophisticated Retirement Plans

SEP, 401(k), Profit Sharing, Cash Balance.