Businesses

Helping business owners unlock the wealth within their company.

The Financial Center delivers guidance for building enterprise value, preparing for transition, and protecting your family’s future.

We believe successful exit planning is successful business strategy. It requires honest conversations, coordinated advisors, and a clear understanding of what you want for your family, your company, and your future.

Balancing your three-legged stool.

As a business owner, you wear many hats and need to successfully manage the three legs of your overall priorities: business, personal, and financial. We help align your goals so your company may becomes more valuable, more transferable, and ready when you are.

Addressing your wealth gap questions.

Whether you’re years away from selling or already fielding offers, we help you address the wealth gap questions that matter:

What would you like your next act to be?
Could your leadership team run the company without you?
How much income will you need?
Which exit options align with your values and long-term goals?

Experience matters.

James Schneider is a Certified Exit Planning Advisor, who helps us bring structure and confidence to the process. We partner with your attorney, CPA, estate planner, and M&A team to help you extract the wealth you’ve built and move into your next chapter with purpose.

Our services for business owners include:

Retirement Planning

Investment Planning

Employee Benefit Planning

Exit Planning

Tax Strategies

Legacy Planning

Where your family and business priorities intersect.

When your family’s financial goals are also influenced by your business objectives, you need one place where you can bring it all together. Learn how our services for families aim to support your goals, protect what matters, and prepare for what’s next.

Services for Families

A solid financial plan starts with meeting at the center.

Meet with The Financial Center and let us help you build a plan that balances your business objectives, your family’s interests, and your financial goals.

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