window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-45501574-1', { 'anonymize_ip': true });

How We Help Business Owners

Home|Is Modera Right For You?|How We Help Business Owners
How We Help Business Owners2020-05-27T15:16:13+00:00

Put Modera to work for you.

Modera advisors have deep knowledge of the complexities of running a successful business.

  • Wish you could focus more on the work you enjoy and less on your business’s finances?

  • Not sure how to properly value and position your business for sale?

  • Concerned that you’re overpaying your business taxes?

  • Finding that your financial health is so intertwined with your business’ success that you worry about your future?

Modera’s thorough financial planning can help you to:

  • Lower your business’ investment risk

  • Pay the least amount of taxes possible over time

  • Maximize the way you use assets to fund your financial goals

  • Limit the correlation of your investment capital and human capital

Contact Us

Think Modera’s guidance would be a good fit for your business’ goals? Contact us.

Articles of Insight for Business Owners

Important Information For Small Businesses Impacted By COVID-19

Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult business conditions and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Business Owners, COVID-19, Good to Know|