As a business owner and entrepreneur, your pride and joy is seeing your business thrive and succeed. However, you may be caught up in the details of the day to day operations and not focused on how to structure your business to maximize wealth or minimize taxes for the long run. As a small business owner myself, I know first hand the many challenges my fellow business owners face. As a financial advisor that specializes in the needs of business owners, I can help you with:
- Optimal legal structure for your business – LLC, S-corporation election, sole proprietor, etc.
- Planning around best retirement plan for your business to maximize owner contributions for long term retirement
- Help with succession planning
- Insurance needs – liability, Key Person Policy, disability, cross purchase agreements, etc.
- Cash flow planning for uneven or cyclical revenue cycles
- Gatekeeper of other professional service providers to help streamline and bring collaboration – attorneys, business consultants, CPAs and more