Financial planning for business owners and entrepreneurs presents unique complexities. For starters, your personal life and finances are intertwined with your company. While the net worth of wage and salary workers is largely in their home and retirement plans, yours is tied up in your business. You have a team of professional advisors including a CPA, attorney, or banker, all providing you with different advice. Finding time to plan for the future is almost impossible, even though you recognize how critical it is.
Our holistic planning approach considers all aspects of your life from personal to professional. We can help you build a team of advisors, or coordinate with those you have in place to ensure alignment with your financial plan. We can offer strategies around risk management and tax and estate planning. Perhaps more importantly, we can help you understand what your business is worth today and the steps you can take to maximize its value whether selling or transferring to a future generation.
As a Certified Exit Planning Advisor, Chris completed coursework on business valuation, strategic planning, financial analysis, family business dynamics, and exit options including private equity, M&A, and even ESOPs. As a CEPA, Chris is part of a community of thousands of professionals that work together and share knowledge to support business owners. Even if you are years or decades from exiting your business, exit planning is good business strategy which will help you unlock the value in your company.