What We Do
Our Investment Philosophy
Fee-Based Investment Management
1031 Real Estate Investments
Opportunity Zone Investments
Selling Your Business
How do you know if your taking the right steps?
Are you aware of investment strategies to potentially defer taxable gains and continue to grow your investment?
Is your business structured to minimize taxes?
Do you know the value of your business?
Have you factored your business in to your Retirement and Estate Plans?
Do you need a professional team to help you. CPA, Retirement and Estate Planner, Business Broker, Attorney if necessary?
Let The Financial Coach™ help you evaluate your unique situation and customize an exit plan.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Can you Defer Taxes on Capital Gains
Consider using Opportunity Zone Investments
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.