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Strategies for Business Owners

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Whether you’re thinking about launching a new business, hoping to expand an existing one, or preparing for your eventual exit, your Moneta team can help you create, grow, and protect your business’ value with comprehensive business planning services. 

Knowing your business’ value is one of the most important things that business owners overlook.

Planning for the future of your business, or your life in general, is difficult when you don’t know how much your most valuable asset is worth. 

The value of your business will determine how long you need to continue to work in the business, in addition to the quality of your life once you do leave your company. You need to address business value and cash flow now. The simple but unpleasant fact is growing business value takes years of concentrated effort. Working to grow value—well before the date you anticipate needing it— is essential. 

As a business owner, recognizing the vital role your business plays in achieving both your personal and professional goals is essential. Your Moneta team can help remove some of the mystery regarding your future by arming you with the data you need to make educated business and personal financial decisions. We specialize in working with small business owners and can help you gain a deeper appreciation for your business’ true value. 

Financial Planning Strategies for Business Owners

We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business.
Our process includes strategies to:

Integrate

all aspects of financial planning for your business and your personal life to ensure success on both fronts. 

Safeguard

your business with coverage to help offset the loss of cash flow if you become sick or injured. Minimize risk by being prepared for the unexpected. 

Recruit and Retain

employees with competitive benefits programs. Enhance your benefits programs to reward employees who are key to the success of your business. 

Transition

your business smoothly with a properly designed and funded business succession plan. 

Have you thought about exiting your business, but don’t know how to begin?

You are in good company. Exit Planning is a key priority of our service for business owners. Using an established process, we identify what you value most, and then we work with your team of advisors to create a written roadmap and execute a strategy that allows you to exit your businesses on your terms and conditions to reach your goals. Your Moneta team strives to protect, promote, and preserve the richness of life™ for you– giving you time to pursue what matters most. 

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