Business Owners

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Commitment to Creating a Positive Impact

As business owners ourselves, we know what it’s like to take an idea to market, manage daily operations, serve customers/clients, execute a business plan, and plan for long term succession. In fact, we’ve successfully executed one acquisition.  Suffice it to say, we don’t just advise business owners, we do the things we advise clients to do.

Serving As Your Personal CFO

In our experience, many business owners look at their business as a separate aspect of their planning when, in fact, it is perhaps the most material asset across planning options for saving, investing, taxes, estate, family legacy and charitable planning.

Our role is to serve as your personal CFO, coordinating with your other professional advisors like CPAs and attorneys.  When a subject matter expert is needed, we confidently refer you and coordinate with industry-leading firms.

You can expect a similar planning process as other clients; however, for business owners, there are several additional services we offer:

  • EBuy/sell document review and legal coordination
  • EBusiness valuation – for accurate understanding of impacts on retirement, tax, estate and gifting.
  • EGroup Retirement plan analysis and recommendations for both defined contribution and defined benefit plans
  • ECreative and tax-efficient options for owners and key leaders
  • EGroup Benefits analysis and recommendations (Health, Life, Disability, etc)

Learn more about what we do…

Learn More About Our Investment Planning

Call Us: 513-898-3850

8044 Montgomery Road Suite 265 Cincinnati, OH 45236

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