Business Planning

We provide a holistic perspective that integrates your personal and business wealth.

Optimizing your business is our business.

Business owners choose McGervey Wealth to build both personal wealth and business wealth.

People who create wealth trust us to invest and manage theirs. Part of it is because of our relentless drive and disciplined process. Part is how McGervey Wealth Management takes a holistic view that optimizes wealth by combining the leverage of personal wealth with business wealth and strategy.

We integrate the two by building your personal balance sheet in the context of business objectives and capital requirements, unlike a more standard and superficial approach that views personal wealth as if isolated from the business value you’ve created and grown throughout your career.

Help Me Optimize My Business

Business wealth is not created equally.

Business owners appreciate that McGervey Wealth Management conducts cash flow maximization studies and considers valuation and multiple as essential wealth strategies. We improve tax planning while improving the value of the business itself.

McGervey Wealth aggressively pursues any chance to reduce tax obligation liabilities, often by examining its unique situation to uncover opportunities inherent to the type of business. We capture these savings to your personal balance sheet and mitigate tax each year using different qualified plans so that the results fall straight to your bottom line.

It’s not just about numbers, but about advice.

 

We talk, we communicate, we share, we educate and we get personal — by personalizing your business strategy in a completely custom manner based on what’s unique to each business owner. Look: No two business situations are alike, which means that no one should ever try to use a standard plan. The key though, is the way we spend time with you for thoughtful education to make the complex simple.

We explain why the recommended business planning solutions will work for you in simple, common language rather than the type of industry lingo often designed to confuse you. That’s no basis for a partnership! Ours is.

McGervey Wealth Management works with you to help improve the value of your business while maximizing value for monetization purposes. Our business plan centers around tax planning and tax arbitrage based on your business structure.

This occurs in the context of your personal tax situation; reducing both business and personal tax obligations; improving your business’ operational effectiveness to raise valuation and multiple; all within the holistic perspective that integrates your personal and your business wealth.

Help Me Leverage the Wealth in My Business

Wealth Insight

Leading TV and top business publications have turned to McGervey Wealth Management for wealth-building insight.



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Steps to Your Future

Get started with our comprehensive financial planning process: The McGervey Method™

1. CONFIDENTIAL PROFILE

Before our first meeting, you can download a confidential introduction packet below, so we can be prepared to discuss your financial situation.

2. INTRO MEETING

This is your opportunity to tell us more about yourself and to hear how we work. We’ll present our approach as it relates to your confidential financial picture.

3. FACT FINDER

If you like what you hear, then we get to work. You provide us more detailed information so we can prepare various scenarios designed to create and optimize your wealth.

4. STRATEGY SESSION

With your data in hand, we develop and then present various scenarios to you — all custom-tailored to your personal and business situations today and your wealth goals for tomorrow.

5. IMPLEMENT PLAN

Once you select the scenario that best fits your financial goals, personal values and present circumstances, we put it all in motion.

6. REVIEW & ACCOUNTABILITY

Just like you perform maintenance on your car, it is even more important for us to be vigilant in regular review of your wealth plan.

Download Our Client Confidential Profile Packet

If you'd like to schedule an introductory meeting with us now, please visit our online booking calendar or call us at (330) 493-9300 today.