Building A Solid Foundation
Small Businesses
You fulfill your life’s purpose through business ownership. You want to protect and leverage your business, and eventually prepare for succession. Our proven strategies and scripturally based financial principles will help you succeed.
Where do we begin? Not with the plan, not with the goals – with YOUR BUSINESS. Why are you a small business owner? What do you expect your business to do for you? How will it help you achieve your purpose? Is it set up correctly to accomplish that?
Your purpose
Goals come from values; values come from purpose. We’ll ask a lot of questions to help you identify it.
Your valuation
Is your company worth a billion dollars?? Probably not, but we’ll help you find out; complementary.
Potential threats
Where are you vulnerable? We’ll help you identify the issues and create a plan to resolve them.
Running a small business is not for the faint of heart! It requires rock stars and fearless adventurers. Things like death and taxes might be inevitable, but careful planning will keep these and other risks from crippling your business.
Keep your best people
It’s not just about group benefits. Executive compensation and creative benefit packages can help you recruit and keep your most valuable employees.
Minimize taxes
“I love paying my taxes!” said nobody, ever. Creative use of retirement plans and business strategies can reduce your tax liability and let you keep more of your money.
Shield against death, illness, or injury
Key person plans and a solid buy-sell agreement will protect your company if the worst happens.
As small business owners ourselves, we used to think the sale of our business would provide all the retirement income we would need. We realized we were putting all our eggs in one basket.
Instead, we found we could leverage our business to diversify your wealth outside your company, so we could eventually exit our business WHEN we want and HOW we want.
Maximize your valuation
Cash is king! Tax-saving strategies and corporate investments can increase the value of your business.
Prepare your business to fund retirement
As a small business owner, there are many tools available to you. Let’s help you diversify your wealth.
Exit on your own terms
We all hope to exit our company as millionaires. But hope is not a plan. Take control of your future by putting funding mechanisms in place so you can exit WHEN you want and HOW you want.
