Ownership of a business frequently represents years, if not decades, of hard work and entrepreneurial savvy. Exiting your business too early could leave you in an unintended, long-term financial position; too late could result in lost opportunities. Whether you’re contemplating transferring your business interest to family members, liquidating assets, or selling your shares to current management or to an outside party, you have decisions to make and complex issues to address. Our goal is to provide clarity when you need it most. My team and I, focus on working with business owners and corporate executives before, during, and after their transition.

My goal is to serve as your Financial Advisor to help solve your business and personal finance issues, turning your needs and obstacles into potential opportunities, and it starts with a conversation. This is our process:

Business and Market Evaluation

I know that you have invested a lot more than just money in your company. I believe you should start planning for this major life event at least two years before it occurs. I also believe it is important to be supported by a team of financial professionals versed in the succession planning process – and it is vital that your support team operates with a full understanding of your personal vision and the acumen and experience to help you achieve it.

I can connect you with my team members within Wells Fargo Bank, N.A. to conduct a market analysis which can help everyone understand the current buyer pool, what valuations are reasonable, and what buyers are looking for. At this point, running the business should be done within the context of what will be the most attractive to buyers, not necessarily what is the most desirable for the owners.


Creating Your Strategy

After obtaining an understanding of your goals and objectives, we will propose an investment plan that utilizes specific strategies designed to help you meet them. Depending on your plan, our advice may include ideas regarding retirement planning, business continuation, tax reduction potential and wealth transfer. We also can provide an asset allocation strategy designed to provide diversification for your portfolio.


Implementation

Life is a series of choices, and when it comes to your wealth, the choices you make today could have far-reaching or unexpected effects on your financial life. To help ensure you can achieve the future you envision, you need a long-term plan. But before you can create that plan, you need to know where you want to go.

We help you construct and implement a goals-based approach to wealth management that is appropriate for the needs and objectives of your family and business. Once you have agreed on a plan, we will help you meet your spending needs and invest in a tax-efficient manner. Finally, we are constantly reviewing your financial situation and making adjustments according to your needs, life events, and changing market conditions.


Ongoing Wealth Management

As our client, we’re periodically reviewing your investments to make sure they align with your goals to drive consistent outcomes based on risk assessment, tax efficiencies, and asset allocation. You also may benefit from a platform of traditional and alternative products, private investment opportunities, and extensive due diligence capabilities. 

We will continue to track your plans, as our ultimate mission is to help you reach your financial goals. With the global resources of Wells Fargo Advisors at our fingertips, we can provide any additional help as necessary.