We help Spokane business owners worry less about their business.
Synergizing personal and business planning to save time so you can do more of what truly matters.
Most Spokane business owners we work with share the same problem: the business has grown to the point where personal finances, the company balance sheet, and a future exit have become tangled together. A retirement plan decision is also a payroll-tax decision. A succession conversation is also a cash-flow conversation. We treat the two sides as one planning engagement so the trade-offs stay visible. That means we coordinate directly with your CPA on tax strategy, with your attorney on entity and succession structure, and with you on the personal goals: what you want the next ten years to look like, when you want the business to stop being a job, and what a "successful exit" actually means in your case.
Utilize A Retirement Plan
- Most business owners who aren’t using a retirement plan miss out on a huge opportunity to save money.
- From sole owners to 50 employees, we find out if a retirement plan would add value. Implementing setup, investing, and ongoing education.
- Having a retirement plan gives your financial advisor, CPA, and attorney a powerful tax, retirement, and succession planning tool.
Prepare Your Business
- Identify your goal and vision for the future of your business.
- Identify where your business is currently at unsellable, family transition, employee buy-out, or arm’s length sale.
- Prepare leadership and create a strategy for your business so that when the planned or unplanned transition occurs, you are in an optimal and tax-efficient position.
Maximize Your Cash Flow
- Once your business is profitable, it’s important to prioritize your cash flow in a way that fulfills your personal and business goals.
- Identify your four funding buckets: living expenses, emergency funds, business growth, and retirement.
- Balancing these four buckets is key to reaching your business and personal goals.
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