Business Owner Planning

Constant Balance.

Your vision, ingenuity, dedication and sacrifice have been critical to getting you to where you are today. Your keen instincts have helped you navigate many complex business situations. However, even the most seasoned entrepreneur is challenged to keep up the momentum. As you continue to manage and grow your enterprise, balancing your business and personal wealth, managing your financial exposure and creating the right succession plan will be critical to achieving your long-term goals.

Managing your total portfolio is a constant balancing act between providing the resources to grow your business versus maximizing your personal net worth and liquidity needs. Choosing the right capital structure for both your personal and business portfolio is a complex issue, as is determining and increasing the value of your business interests. It’s critical for you to have the resources you need to understand and manage both.

Address Solutions

Owning your own company comes with many potential opportunities and risks. Are you in a position to take advantage of sudden opportunities or to defend against liquidity constraints? It’s important you consider strategies to lessen your exposure when the majority of your net worth is tied up in your business.

Determining the right time to exit or transition your business can be challenging. Opportunities to sell your business to a prospective buyer or transition your business to a family member or employee may arise. Perhaps gifting part or all of your business to charity is important to you but you aren’t sure about the potential advantages and disadvantages. Having a business succession plan enables you to address opportunities in a thoughtful, proactive way.

Event Driven Opportunities

_{*Also available through RE Development Funds}

Let’s work together to align your business success with your personal financial future—starting with a plan built for both

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