Business Owners2021-01-11T20:37:32+00:00

Business owners often find themselves wearing too many hats.

Some examples of owners who come to us are inter-generational family business owners, medical or dental practice owners, law or accounting practice partners.

  • I want to focus more on the work I enjoy and less on my business’s finances.

  • I am not sure how to properly value and position my business for sale.

  • I am concerned that I am overpaying business taxes.

  • I am worried that so much of my wealth is tied up in my business.

Modera can help you to:

  • Free up your time.

  • Develop a plan for selling your business.

  • Pay the least amount of taxes possible over time.

  • Lower your business investment risk.

  • Evaluate and implement a tax savvy retirement plan for your employees and you.

Retirement Plan Services
Hypothetical Client Scenario

Educational Articles:

Do You Have an Exit Strategy?

Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to exit. As the plan develops, there will be reality checks and alternative paths to consider, but at this point it should be a framework of how you want the future to look.

An Effective Business Buyout Tool: a Cash Balance Plan

Many business owners transitioning into retirement know it can be beneficial when their younger partners choose to buy them out. However, finding a way to finance the buyout can post a significant obstacle for younger partners. While most aspiring owners may think that buying into a business can only be done with cash or loans, there is another option: a Cash Balance Plan – an innovative, hybrid retirement plan that may provide buyout funding opportunities along with an exit strategy that enables all the parties to benefit.

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