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Working With Small Business Owners

I’m a small business owner myself, so I understand the unique joys and stresses of working for yourself. In addition to working with individuals on their personal financial plans, I use my financial expertise to help small business owners maximize their companies’ potential.  

As with my individual financial planning practice, I create customized plans for businesses. Put simply, if you need advice on anything, I’ll be there.

Here are some of the ways I help small business owners:


Exit Planning Strategy

You might live and breathe your business, but you’ll probably want to transition out eventually, whether that means retiring or starting a different company. An exit plan spells out exactly how you can successfully leave a private business while maximizing the value you’ve built. Even if you’re planning to keep running your company for a long time to come, it’s important to plan ahead so you have the control to leave on your own terms and on your own schedule.

In addition to my other professional designations, I am a Certified Exit Planning Advisor. Exiting your business might mean transferring ownership to talented employees or family members, or selling your company to an outside party. Whichever path you choose, I can help you optimize your personal, business, financial, legal and tax situations to ensure that you carry out your plans in the most orderly, sensible and tax-efficient way possible, letting you can keep more of the proceeds from the sale.

Working with a Certified Exit Planning Advisor to craft a plan that reflects your personal goals, needs, and desires for your business means you’re in control of your own future.


Managing Your Company’s Retirement Plan

I’m also a Certified Plan Fiduciary Advisor, which qualifies me to advise and/or manage companies’ retirement plans. This might include managing a 401(k) for you and your employees, and helping you design a plan that best fits your company’s and your employees’ needs. When you’re a small business owner, many of these choices go beyond simple HR decisions because they will impact your own personal finances, as well.


Benefits Consulting

What benefits should you provide for your employees? For yourself? In some cases, this extends beyond simple health insurance to benefits like flexible spending accounts, health savings accounts, employee assistance programs and emergency childcare. In particular, because I am a Certified Financial Planner™, I can help you craft a financial wellness program to offer as a benefit for you and your employees. Whatever your situation, it’s my job to help you figure out what’s makes the most sense for your individual situation.

In addition to what I’ve listed here, I’m available to provide any advice that can help make your business a success.

Check the background of this firm on FINRA’s BrokerCheck.