Sedona Arizona

Business Owners

Your business is more than just a business. It’s one of your largest assets. Are you treating it well?

Many business owners start a business, grow revenues, and eventually seek to monetize the business only to find out they are too financially dependent on their business – and, often the business is not worth as much as they hoped!

This is where our advisory approach becomes incredibly valuable. Ask yourself:

Is your business part of your total wealth strategy?

How much of your net worth is in the business? What is your business worth… really? Do you have a good handle on the financial health of your business AND personal situation?

Have you saved enough?

Does cash flow drain make it difficult to save for your future self? Have you gone periods without paying yourself, just to keep payroll afloat? Are you relying entirely too much on the eventual sale of the business?

Are you optimizing tax reduction strategies?

Does it feel like your taxes are too high? Is your entity type and business activities aligned for tax efficiency? Are your personal financial planning needs integrated with your total tax strategy?

What if something happens to you?

Will your family have enough money to continue a reasonable lifestyle? What will happen to your business and employees? Will you have enough left over to leave a legacy for your family?

Business owners get actionable guidance at Life Moves Wealth.

Most business owners never get financial advice until after the business is sold, which is when the average financial advisor takes interest in managing your “sudden money.” We think this is too late in the game for any business owner, and we believe there’s a better way.

We start with a personal financial health review and integrate your business financials. We’ll then move to a business health review, including determining a working value. With this approach, you gain a full understanding of how all of your assets – including your business – fit together on your complete balance sheet.

You’ll receive ongoing personal and business financial KPIs to show how you stack up, how you’re trending toward your goals, and how you may course-correct along the way. Finally, we’ll begin strategically planning for your eventual monetization of the business.

Ready to know where you stand financially? Get started today – click the button below.

The National Association of Personal Financial Advisors
The Society of Advice

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