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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

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