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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:

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|
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