Financial Planning for Business Owners

Experienced Financial Advisers Serving Business Owners, Entrepreneurs, and Investors

Financial Planning for Business Owners

Financial Planning for Business Owners

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At Gibson Financial Group, we tag ourselves “Experienced Financial Advisers Serving Business Owners, Entrepreneurs, and Investors.” What does that mean exactly? How is Financial Planning for Business Owners Different?

One of the primary differences is in the make-up of their net worth. Employees traditionally have a bulk of their net worth in assets like 401(k)s, mutual funds, and their primary residences. Business Owners, Entrepreneurs, and Investors on the other hand can have a very large portion of their net worth in their businesses, partnerships, or other ventures. Because of this, business owners are typically way more concerned with enhancing the profitability and asset value of their business than monitoring their mutual fund account balances.

Employees typically receive their pay by way of W-2 paychecks or 1099s for salespersons or contractors. Business Owners on the other hand get dividends or profit distributions or capital gains. Cash flow is typically not as timed and certain as an employee’s paycheck and requires a different approach to planning. Financial Planning for Business Owners, Entrepreneurs, and Investors is therefore way more focused on enhancing streams of cash flow and enterprise value.

We can provide valuable advice in the following areas:

Compensation

Business Operating Systems like EOS or VOP

Benefits for Your Employees

Succession Planning

Business Interruption Insurance

Exit Strategy and Planning

CONTACT US today and see how we can help!



Gibson Financial Group and its agents do not offer tax or legal advice and may transact business only where properly licensed.

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