Founders
Understanding the “Entrepreneurial” Condition
Entrepreneurs aren’t like most people—they possess a drive, focus, and vision that fuels their success and shapes the world around them. Naturally, entrepreneurs rarely have the same personal financial goals.
Having worked with multiple innovators and business leaders, we understand how to cater to entrepreneurial drives and expectations to help their investments thrive.
How We Can Give You An Edge
Future Projects: What will your next venture be? What’s the smartest way to allocate capital to it? We can help you decide.
Managing Exits: A sale or acquisition is only successful if you’re getting your money’s worth. We’ll make sure you do.
Continued Innovation: We add value to your current operations by providing specialized insights that help you cut costs and grow without limits.
Automation: Streamlining financial operations (both personal and professional) can give you more time to focus on innovating and bringing new ideas to market.
Tax Strategies: Leverage smart, tax-advantaged instruments and financial planning tools to minimize your tax expenditure.
When Is The Right Time?
An accurate valuation doesn’t just tell you where you are today. It’s a good barometer for what you can be tomorrow.
Your business isn’t an island. It exists in the complicated patchwork of the modern global economy, where black swan events can cause disastrous results for small businesses. Consider the Great Recession, where over 170,000 small businesses permanently closed their doors as trillions evaporated from the US equity markets. This is known as “Stock Market Effect,” where consumers react to equity market conditions.
Without a proper plan in place, the next bear market may destroy countless more businesses and foster an economic stagnation that could surpass that of the Great Recession.
Medical Practice Planning Strategies
Goal Planning: We begin with your aspirations and work backward to create a growth planning strategy that fits your unique needs.
Pre-Sale Planning: When you’re ready to sell, we have a dynamic network of CPAs and attorneys who will guide you every step of the way.
Exit Strategies: Liquidity events require careful planning and due diligence. We are meticulous with our exit strategies and succession planning, striving to earn our partners the best possible outcomes.
Legacy Planning Strategies
Bespoke legacy planning: Consider the future—what do you want to leave for your family and the world after you pass? Together, we’ll build a legacy you can be proud of.
Estate Tax Planning: How much of your estate will wind up with Uncle Sam? Navigating estate taxes means maximizing your contributions to your family and charitable donations while minimizing your IRS contributions.
Cash Flow Strategies
Paycheck Optimization: Set yourself up for consistent cash flow, even in a market downturn or a sub-optimal interest rate cycle.
Innovations Strategies: Explore private equity deals for exponential growth potential.
Alternative Investments: Diversify your income stream to mitigate risk by investing in hedge funds, pre-IPOs, real estate, and other alternative investments.
Top 12 Reasons for Business Valuation
98% of business owners don’t know their value. You can’t grow your value and optimize it without knowing where you are today.
Better to understand Your Business and its potential.
Know the value of one of your most important assets.
Protect your family and your practice.
Create a Succession Plan.
Pay the right amount when you Buy a practice.
Get what it is worth at Sale.
Create Buy/Sell Agreements with business partners.
Explore Funding Opportunities.
Establish a Trust or create an Estate Plan.
Prepare for Taxable Events such as gifting or grants.
82% of all businesses owners that knew their value at least 18 months before their sale, increased their sale price by at least 14%