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Business Advisory Services

Business Advisory Services from Cornerstone Financial Group

You’ve realized a part of the American dream, owning your own business and forging your own path to provide for your family, your future.  Our Business Advisory Services help enable your continued success in the next chapters of your business, your life and your legacy. 

We know you are an expert in your field, and have devoted countless hours to your business, paying attention to every detail.  But, are you well prepared for potentially decades of retirement and is your succession plan completed?

If you are like most business owners, 80-90% of your wealth is tied up in your business.1 This puts you in a different position than others that have pensions or more liquid assets such as a 401(k).  Do you have a good idea of what your business is worth?  Owners often have an inflated estimate of company value.  Are you relying on the proceeds from the business to support your retirement?

When you become our client, we get to know you and your business, help you identify the current value of your business, and stay on board with you to assist in implementing steps that, when proactively taken, can help ensure your business is not undervalued.  In fact, there are eight key drivers of value, each one of which is statistically proven to be important to buyers. 2

Are you aware of the tax consequences of a business transition? Do you know the actual walk-away, after-tax value of your business?  You might be unpleasantly surprised.  We can provide strategies to minimize taxes when transitioning into your “second act” in life -- both in-house and through our collaboration partner network.

Our expertise is in coordinating your business and personal planning details and providing order to the process - maximizing your business value, providing insight on the transition process and helping you meet personal income and legacy goals throughout your life.  Our passion here is simple…helping wealth creators grow and preserve their legacy!

[1] Source:  Exit Planning Institute

[2] Source:  The Value Builder System    

Get Your PREScore

Our Business Advisory Services include:

  • Business Value Enhancement Strategies 
  • Informal Business Valuations
  • Formal Business Valuations*
  • Business Exit/Transition Assistance
  • Business/Commercial Debt Review
  • Buy/Sell Agreements
  • Corporate Retirement Plans
  • Cross Purchase Plans
  • Key Man Insurance Strategies
  • Employee Benefits Analysis
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • Self-Employed Retirement Plans
  • 401(k) Plans
  • 403(b) Plans
  • Simple IRA and 401(k) Plans
  • Section 529 Payroll Deduction Plans

(Hourly or fixed rate for services offered through Cornerstone Financial Group)

* Available through our affiliates

Top 10 Reasons for Business Valuation

  1. Better understand Your Business and its potential
  2. Know the value of your largest asset so you can plan for Retirement
  3. Ensure the business and your family are Properly Protected
  4. Create a Succession Plan
  5. Pay the right amount when you Buy a business
  6. Get what it is worth at Sale
  7. Create Buy/Sell Agreements with business partners
  8. Explore Funding Opportunities
  9. Establish a Trust or create an Estate Plan
  10. Prepare for Taxable Events such as gifting or grants

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (641) 782-5577