Put Modera to work for you.
Modera advisers 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
Think Modera’s guidance would be a good fit for your business’ goals? Contact us.
Articles of Insight for Business Owners
Modera CEO, Tom Orecchio, was quoted in this Forbes article about leadership during the COVID-19 crisis.
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.
As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2019. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.
ESPP – While the acronym and the spelled-out version - employee stock purchase plan – don’t sound particularly exciting, the financial rewards can be. That’s because, under most circumstances, people whose employers (publicly-traded companies) offer an ESPP can profit by using this benefit strategically