Small Business Owners

People who own a business are a rare breed.  It takes talent and tenacity to turn small ideas into big ones, to make a business grow and prosper.  That’s what you do.  That’s who you are. We provide advice for people like you.  People who like to succeed.  Our reputation is built on working with entrepreneurs who want to grow and protect the value of their assets.

Case Study – Getting Value for Your Business

Client: Bill

Age: 53


Bill is married to Wendy and they have three children. He started a small business 20 years ago and remains busy with the day-to-day operations. He realizes he is approaching retirement with one major asset, his company. He spends all of his time running the business or with his family, so he needed professional help to begin preparing for retirement.


After taking some time to get to know Bill and his family, it became clear that his No. 1 goal must be to convert the equity he has built into his business into a reliable income stream that will provide the lifestyle he desires both before and after retirement. Based on his needs and goals, including his children’s education, we created a long-term financial plan. Since his children would not likely become involved in the business, we started putting together a long-term exit strategy with a team of experts to ensure that Bill gets the most value out of his hard work.

The exit strategy begins with Bill slowly withdrawing from the day-to-day operations of his business and taking on a more strategic role. The second step will be for Bill to sell part of the business now and use those funds to create a diversified portfolio, so that he can start building his assets immediately. We put together an exit-planning team including an accountant, an attorney and an investment banker to help Bill maximize the value of his business for an eventual full sale.

This case study is a fictional representation of our client base. Any similarities to actual persons, living or dead, are entirely coincidental.

Book a Meeting


Tell a Friend