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Financial Planning For Owners Navigating a Business Transition.


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Intentional Planning for a Purposeful Life and Business Exit.

Serving Central PA and Virtually Nationwide.


You've grown and built your business over the years. Your days consist of making sure every moving piece of your business is running smoothly.

You are the main point person - the leader - and your passion has kept momentum moving since day one.

So, what’s next for you?

Whether you’ve thought about life after your business or not, the logistical details of exiting can feel overwhelming.


One thing is certain. Planning well for your transition is critical. 

Did you know…


80-90%

 of private businesses...

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…don't sell when they go to market.1

Only 4%

of business owners…

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...have a written plan for what they would do post transition.2

75%

of business owners regret…

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...selling their business because they didn’t plan well for life after.1


1 Exit Planning Institute
2 PricewaterhouseCoopers

Maximize Your Freedom Without The Stress of Money

Have an abundance of income from multiple sources.

Free of all bad debt.

Have income sources that could pay for desired lifestyle.

Own a business that is profitable, sustainable, and transferable.

Assets are protected from inflation, taxes, and lawsuits.

Have the time to pursue life goals.



Services for Successful Business Owners


 Business Planning

We dive deep into your business to identify the strengths that set you apart, pinpoint weaknesses that could hinder your growth, and uncover hidden issues that might devalue your business. 

Our goal is to ensure that your business is streamlined and fortified against industry-specific challenges, such as seasonal demand fluctuations, so you can create value and appeal to potential successors or buyers.


 Cash Flow

Understanding the flow of money in and out of your business is crucial. We'll help you simplify your financials to see exactly how your income correlates with your business operations and expenses—highlighting where your money is going and ensuring it aligns with your core values and objectives. 

This clarity is vital, whether you're investing in new equipment, expanding your services, or planning for a slow season.


 Income Planning

We specialize in creating tax-efficient strategies for accumulating wealth and distributing income, tailored to the unique lifecycle of your business. 

Whether you're gearing up for a busy season or planning for retirement, we'll ensure you're on track to support your desired lifestyle now and after you transition from actively managing your business, maximizing the fruits of your hard work.  


 Risk Management

In any industry, managing risks extends beyond the job site. We review your entire risk profile—covering life, disability, long-term care, health, property, business, and liability insurance—without pushing products. 

Our focus is on strategies that protect you, your family, your employees, and your business assets from unforeseen events, ensuring your business can withstand storms and continue to thrive.

 Life Planning

Your business is a significant part of your life, but it shouldn't be all-consuming. We help you align your business operations and financial strategies with your personal aspirations, ensuring you have the freedom and resources to enjoy life outside of work. 

Whether it's spending more time with family or pursuing hobbies, we make sure your business serves your life, not the other way around.


 Estate Planning

Securing your legacy and ensuring your family is taken care of is paramount. We'll work with you to structure your assets, including your business, in a way that protects and provides for your family, even in emergencies. 

Our goal is to give you peace of mind, knowing your hard-earned success will support your loved ones according to your wishes.


 Tax Planning

Don't let taxes erode the profitability of your business. We offer specialized tax planning services to ensure you're leveraging all available tax-saving strategies tailored to business owners. 

From taking advantage of specific deductions to planning for efficient business transitions, we'll help you keep more of your earnings and invest them back into your business or retirement savings.


 Investment Management

Managing investments alongside running a business can be complex. We view your financial portfolio holistically, ensuring your investments are strategically aligned with your business goals, personal risk tolerance, and time horizon. 

Whether you're planning for expansion, new technology adoption, or retirement, our investment management services are designed to support your specific short-term and long-term goals.



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"AS FEATURED IN"


Why Beyond Your Exit?

Specialized
Expertise

I am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA).

Fiduciary
Commitment

As a fiduciary, I’m legally bound to put your best interests first at all times. And my fee structure helps to keep it that way.

Transparent

Pricing

I don’t work for commissions—you will be charged a simple, easy-to-understand flat fee.

Full
Independence

Being an independent firm means I’m not beholden to certain products. I search to find solutions tailored to your needs.








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