When your business makes up most of your net worth and selling it would garner enough money to live carefree for the rest of your life, there’s no financial reason to continue owning your business. You may enjoy the challenge, the social interactions, and the creative process of building a business, but looking strictly at...
Everyday, we work in our business, but it is important to take a step back and work ON the business. So what does this all mean? Getting your financial house in order involves cleaning up your books, assessing the overall financial health of your business, and putting together the information that buyers will be looking...
Take an hour to gain valuable insights and explore your exit options. This complimentary info session is designed to empower you as a business owner. Are you ready to break free from the "owner's trap"? Discover if you're ready to step back and enjoy the fruits of your labor.
Wondering how you'll eventually step away from your business? It's never too early to start planning your exit strategy. If you're curious about how succession planning and retirement fit into the bigger picture, you're in the right place.
The most critical decisions a business owner will ever make: stepping away from the company you've built - and setting it up to thrive without you. Join us on Tuesday, January 27th, from 2:30 – 6:00 PM at the Metropolitan Ballroom in Golden Valley for a practical, action-oriented discussion on how to prepare your company - and yourself -...
When your business makes up most of your net worth and selling it would garner enough money to live carefree for the rest of your life, there’s no financial reason to continue owning your business. You may enjoy the challenge, the social interactions, and the creative process of building a business, but looking strictly at...
Anika: Corporate Risk Management and Enhanced Value
Anika is the CFO of a corporation and is researching CPA relationships that can offer more resources as the company scales up. Needs include business risk management as well as individual services for the primary shareholders. Anika wants advisors, not just compliance services. At this business stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Howard: Corporate Risk Management and Enhanced Value
Howard is the owner of a third-generation family business that involves real estate development. He is highly active in his community and relies on his CFO for daily operations. He is not sure to what extent his adult children will take over the business in the future, and he needs proactive planning and tax mitigation to sustain high business value. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Jacob: Corporate Risk Management and Enhanced Value
Jacob owns a growing small business without a full-time HR function. He is ready to provide retirement benefits to attract and retain employees. His advisor needs to make the employee benefits process easy and informative while also looking out for Jacob’s personal financial planning and retirement. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Radhika: Corporate Risk Management and Enhanced Value
Radhika is a successful franchisee who owns three stores and wants to double that with the help of her management team and outside advisors. She is building a financial legacy for her family while also helping her community. She has a strong development playbook, but she needs her advisor to proactively advise on taxation, due diligence and risk management. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Tony: Corporate Risk Management and Enhanced Value
Tony has built a large franchise and is ready to transition or sell his stores. After that, he may become a franchisor of another enterprise or a franchise consultant. He wants a turnkey management approach with less day-to-day oversight while also growing his wealth through smart investments. At this business and life stage, we recommend:
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.