Business Owners & Entrepreneurs

If you’re too busy running your business to plan for the future, we can help. We guide business owners on retirement planning, risk management, succession planning, and work-life balance with an understanding of how personal and business finances are intertwined.

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As a successful entrepreneur and business owner, you may not have time to pay close attention to your personal investments, estate plans, or insurance coverage while you’re busy running your business. Even long-term business goals, such as selling or passing the company to someone else, can be overlooked while attending to more pressing short-term needs. That’s why we created Momentum for Business Owners℠.

Our goal is to help you realize yours

We’ll help you achieve your personal financial goals, such as putting money aside for your child’s education, saving for a retirement you can enjoy, or giving to causes important to you.

We’ll show you how your business and personal finances connect

Our proprietary Momentum for Business Owners℠ process provides business planning through a personal financial lens – providing clarity around the intersection of your personal and business finances. Our experts will facilitate taking a critical eye to the things that ultimately drive your business – people, customers, operations, structure, and finances.

Benefit from our expertise

Our knowledgeable, experienced team focus on the financial intricacies that come with owning your own business. Working in collaboration with your attorneys, accountants, and other advisors, we can help make sure you and your family are prepared for what comes next. Whether you’re interested in growing your business, developing a solid succession plan, or creating a better work-life balance to spend more time with your family, we are here to help.

Achieve a greater level of certainty about your personal and professional finances

You’ll not only have the information you need to define your goals—personally and professionally—but you will also gain a clear understanding of what needs to be accomplished to achieve them. You have a clear path forward, as well as an objective, outside perspective to keep you accountable, helping ensure you achieve success in business and life.

Do you know what your business is worth? There are many reasons you should know the value of your business. You need to know what your business is worth to raise capital, prepare your estate plan, and, of course, when it’s time to sell.

Explore how Momentum for Business Owners℠ can help you.