Clients: Business Owners
We founded KylesHill Financial Planning on the idea that business owners are a special breed when it comes to financial planning. Our years of working with entrepreneurial business owners reiterated the fact that they are often more aggressive in their financial style, but tended to pour most of their energy and financial resources into “the business”. Their company was in most cases their primary wealth generator, which meant that many of them lacked diversification. In addition, our business clients often received conflicting advice from their tax accountant, financial planner, and business advisors, each with a different objective in mind. We want to take a more proactive and holistic approach. Financial planning doesn’t just happen after there is an exit or event of liquidity for the business owner.
Often the business owner is not attuned to the business and financial planning opportunities that exist. As their business increases in value so does their need for personal financial planning and wealth management.
Some of the personal financial planning issues the business owner and their family may face are:
• Growing and eventually harvesting, real economic value from the business enterprise
• Using business deductions that add value to their personal net worth
• Developing a Risk Management Plan to guard their business and net worth
• Developing compensation programs to retain and reward employees
• Finding ways to save more than 401(k) limits
• Creating a diversified investment portfolio that matches their risk tolerance and time horizon goals
• Planning for eventual transfer of ownership of the business (family, key employees, outside 3rd parties)
Because of our experience with business owners, KylesHill Financial Planning is uniquely equipped and experienced to be the expert financial advisory firm for you and your business. Our understanding of the issues and goals you face along with our experience, resources, and
knowledge, can show you how to increase your business enterprise value and personal net worth. For more information, you can check out our list of 7 mistakes to avoid when exiting your business.
(Continue to Individuals, families, retirees)
Often the business owner is not attuned to the business and financial planning opportunities that exist. As their business increases in value so does their need for personal financial planning and wealth management.
Some of the personal financial planning issues the business owner and their family may face are:
• Growing and eventually harvesting, real economic value from the business enterprise
• Using business deductions that add value to their personal net worth
• Developing a Risk Management Plan to guard their business and net worth
• Developing compensation programs to retain and reward employees
• Finding ways to save more than 401(k) limits
• Creating a diversified investment portfolio that matches their risk tolerance and time horizon goals
• Planning for eventual transfer of ownership of the business (family, key employees, outside 3rd parties)
Because of our experience with business owners, KylesHill Financial Planning is uniquely equipped and experienced to be the expert financial advisory firm for you and your business. Our understanding of the issues and goals you face along with our experience, resources, and
knowledge, can show you how to increase your business enterprise value and personal net worth. For more information, you can check out our list of 7 mistakes to avoid when exiting your business.
(Continue to Individuals, families, retirees)