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Business Owners

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Business Owners2020-09-03T18:09:29+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.

Hypothetical Client Scenario:

Meet Noelle and Dan

Educational Articles:

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.

Business Owners, Good to Know|

A Guide to 401(k) Plans for Small Business Owners

As many of our clients grow their businesses, we have helped them replace their existing company retirement plans with 401(k) plans.  In general, 401(k) plans can provide more options and flexibility than other types of retirement plans.  Here, we will explore some of the key attributes of 401(k) plans and the potential benefits they can provide on both a personal level and in various aspects of managing your business.

Business Owners, Good to Know|
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