Services

A process for business owners to be educated on the various routes of exit that are available to privately owned companies. Valuing and monetizing a business can be a very involved process that can take legal, tax, and economic analysis to help facilitate the final result of transferring the ownership of someone’s life work of building a successful company.

Perhaps the most overlooked area of financial planning. Deploying a strategy that can save tens of thousands of dollars in annual taxes might not seem like much but when projected out over a 15-30 year time period the end result can be staggering. Strategies that are available to privately held business owners are uniquely different than those available to a W-2 employee.

As simple as a Will or as complex as a multi-trust advanced estate tax plan. Navigators knows how to identify what documents and planning is actually needed and has the resources and relationships to partner with clientele to get the correct planning done.

Business owner investment planning starts with the business and goes from there. We understand that the business most often is the engine of the planning so establishing a solid game plan around the right business investments then creates a waterfall effect to produce a well-diversified balance sheet that uniquely fits the personal goals and objectives of the family that the plan is being built for. Investment plans need to have a high level of flexibility and a certain percentage of liquidity to lay the foundation of an all-weather approach.

Biblically Based Wealth Management enables you to manage your money with the wisdom of scripture to honor God, experience financial peace and contentment and to make a difference in the world through biblically responsible investing. If you want your money to do more and to make an impact for good, then check out our Biblically Based Wealth Management page and schedule a call with Mark Giraud today.