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!
 Source: Exit Planning Institute
 Source: The Value Builder System
Business Value Enhancement Strategies
Informal Business Valuations
Formal Business Valuations*
Business Exit/Transition Assistance
Business/Commercial Debt Review
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
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
Knowing the true value of your business is critical to proper business planning and achieving goals.
Though our valuation process, we can help answer the questions that will lead you to make informed decisions for your future. Let us show you how! Simply take the QUIZ below by selecting the What's Your Business Worth? button.
We ensure clients' private financial information remains confidential. We do not gather or store sensitive personal data, we do not ask for social security numbers or Tax ID numbers. We do not share the information you provide to any other advisory services without your permission. Our system currently uses the highest level of encryption available.
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