How We Help

Advisory Services for Business Owners

You recognize that owning a business brings unique financial needs and challenges. Whether you are envisioning a startup or contemplating the sale of a career-long venture, we’re here to help you reach your full potential with objective advice at each stage of your enterprise’s life.

Questions That Might Be On Your Mind

  • What type of entity structure is most advantageous for my business?
  • How can I attract and retain top talent for my team?
  • What’s the most effective way to capitalize my business?
  • What should I be thinking about today that can benefit my business and my family five years from now?
  • How can I integrate my personal and business tax planning to save taxes?
  • How might I know when it’s the right time to consider a sale?
  • What steps can I take to prepare the business, my family, and myself for a potential sale?
  • After selling my business, how can I live a fulfilling and purposeful life?

While business owners can benefit from the broad array of services we offer to all our client families, we recognize that you also face specific challenges. Starting, growing, and potentially selling your closely held business requires an integrated team of professionals by your side every step of the way. We’ll help you with strategies to enhance the value of your business and its contribution to your purpose.

Are You Thinking About a Potential Sale of Your Business?

Our webinar series addresses some of the challenges an owner faces before, during, and after a sale. Each session includes a discussion with a subject matter expert on a topic that impacts owners contemplating a sale.

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Most people are lucky to have one successful venture in their lives. When an owner is considering a sale, they should acknowledge it will be a major life event and start preparing early. In the end, they should feel confident they’ve maximized value and are leaving the company in good hands.

DAMON MILLERFAMILY WEALTH STRATEGIST AND PARTNER Get to know our teamarrow quote
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Ready to optimize the sale of your business?

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CONTACT

Damon Miller (602) 466-1656