Financial Advisor for Entrepreneurs & Business Owners

The role of a small business owner typically involves being a jack of all trades. You’re responsible for the marketing, sales, decision making, human resources, financials, and ultimately your final product or service. With all these roles, it can seem daunting to try to manage your personal and company investments on top of it all.

You may have a good knowledge of investment management and financial planning, but ultimately your time is better spent running the strong company you’ve built. Your expertise is in running your business, while our expertise is wealth management, helping entrepreneurs and business owners just like you achieve their financial and personal goals.

Perhaps you have extra cash sitting around, just in case you need it. We often see business owners struggle with where to allocate their capital most effectively. We can work with you to develop a plan, not only for your investments but for where you should be placing your money. Need help determining which project to put your money into? We can help with net present value calculations and a cash flow analysis to help you make the most informed decision possible.

Ultimately, you’re more than just a business owner, and we are more than just investment experts. As small business financial advisors, you can rest assured that whatever issue you may be facing today, we’ve probably helped someone through it before. Rely on the experts to deal with the money so you can get back to focusing on your specific skills and what made you successful in the first place.

Common financial questions for business owners:

> Should I keep my money in my corporation?
> Is my business financially ready for me to sell?
> How do I access money for retirement?
> How much cash do I need to be holding?
> What’s the best way to go about selling the company?