Running a small business can feel lonely.
Do you ever wonder …
What’s a reasonable salary or owner draw?
In what ways can the business attract and retain quality team members who strive for excellence?
How much is the business actually worth?
When we have excess cash, how much should be reinvested in the business?
How to build wealth outside the business?
Small business owners deserve to have a single, trusted advisor who understands their business & family goals.
5-Step Planning Process
Many advisors start a new relationship with quantitative analysis. WorthyNest® takes a unique 5-step approach to serve new clients:
Identify your business & family goals
Develop key financial reports
Evaluate whether you’re on track to achieve goals
Ask the right follow-up questions
Monitor progress through ongoing touch points
You don’t need to wear every hat in your business. In fact, you shouldn’t.
Focus on your zone of genius, and we’ll focus on ours: delivering tax and financial guidance tailored to your small business.