At konvergent wealth partners, we help business owners look at their business from the eye of a buyer or investor. Clients with complex financial lives find it difficult to access the independent, objective advice needed to address and strategize their wealth management and business planning needs.
We take a consultative approach with successful business owners to organize and implement a plan that takes them from growth through exit that is in alignment with their personal wealth management goals. Most business owners have very competent advisors, however, they lack coordination and collaboration on their existing plan. When these plans are stress tested, we often find gaps and opportunities that make a meaningful difference in the business owner’s ability to achieve their goals as effectively as they would like.
This cross-disciplinary approach explores all practical techniques with a goal to:
Provide tax reduction strategies
Ensure the written plan matches your goals and provides an assessment of the success of your business
Identifies strategies to increase the value or create a more transferable business
Help attract and retain key employees and protect your business from the loss of a key person/key employee due to competition or health
Put a plan in place for the succession or transfer of your business
Because the personal financial goals and the business financial health are so connected, an approach like this ensures that we are in your corner, helping you navigate your most important life-changing events.