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Business Financial Planning

People who create wealth trust us with theirs.

McGervey Wealth Management never settles for the easy way when helping you build your wealth, especially when you are a business owner with a complex financial life.  We are disciplined, relentless, and methodical in our approach. We never relax … so you can.

McGervey Wealth Helps You Maximize Your Wealth

If you’re a business owner, you’ve got far more wealth-building opportunities than the average person, whether you realize it or not.  From business structure to tax-planning strategies to owner compensation and business monetization strategies, we can help you find ways to leverage your business to build wealth.

We Help You Increase the Value of your Business

  • Identify opportunities to lower costs and/or increase profits
  • Assist in establishing processes and systems
  • Help you develop strategies to reduce dependency on owners and key personnel
  • Monitor progress against goals to ensure meaningful improvement
  • Help develop succession plans/ business monetization strategies

We Help You Save on Taxes and Increase Your Personal Wealth

Research and identifying tax minimization strategies

Find ways to use retirement plans to increase your tax efficiency

Implement your approved plans with your accountant and/or attorney

Create a plan for you to reach financial independence apart from your business 

McGervey Wealth Helps You Maximize The Value Of Your Business

Saying goodbye to the business you have created and grown can be an emotional process. At the same time, this is your chance to maximize the wealth-building opportunity of a business sale, so disciplined, prudent thinking is a must. That’s where McGervey Wealth Management comes in. We’re business monetization and transition experts, and we can help you make the most of this opportunity. Our unique, full-service process and practical strategies are designed to help you optimize the wealth generated from this move, making the transition seamless. We assist you in your efforts to secure your financial future after you retire.

We’ll help you:

• maximize the value of your business while minimizing tax liabilities
• manage a smooth succession
• deploy resources from the sale to your best advantage
• with Deal structure, transition, and earn-out options
• compare financing terms and risks
• consider tax implications
• redeploy cash flow to help you achieve your long-term financial goals

McGervey Wealth Management knows the best practices and proven processes that help business owners successfully exit their businesses.

“We don’t rest when it comes to this. We’re always making our processes even better. I know all business owners can relate to this.” Mike McGervey

Whether you want to sell your business outright or have us help you identify other options, we’ll help you manage both the sale and the transition seamlessly and efficiently. We also do everything based on clear, consistent communications that let you know what’s happening, what’s about to happen, and any scenario of what could happen. This helps you move the sale of your business forward while you continue to keep the business successful.

McGervey Wealth Management knows the best practices and proven processes that help business owners successfully exit their businesses.

Our introductory 90-minute meeting is complimentary.  Let McGervey Wealth Management help optimize your wealth.