Business Owner Wealth Management

Wealth management is more than proper management of invested assets. For business owners, the value of their business is often one of their biggest investments.  Our business owner wealth management process provides you with regular updates on the valuation of your business, ongoing valuation advice, and very importantly advice on long & short term Exit Planning.  Consider the following example of how we can help shape your financial future.

John was 40 years old and a self employed consultant, he made eighty thousand per year.  I met with John, reviewed his circumstances and suggested that if he converted to an S-Corporation and paid himself a reasonable wage that he could save five to six thousand per year on taxes.  John plans to work another 20 years.  The future value of a five thousand dollar per year tax savings for twenty years based on a ten percent per year investment return is a little less than a quarter million.  In just a short consultation we were able to improve his projected retirement wealth by just under a quarter million.  The most powerful source of wealth is a long term benefit stream and repeatable tax savings are a highly underestimated source of wealth.  This is only one example of many many on how we help enhance your wealth.  As wealth management CPAs, we help shape your best financial future.