Get the most out of your business — as you get out of your business.
McGervey Wealth helps make your transition as profitable as possible.
Saying goodbye to the business you have created and grown can be an emotional process, which is a good reason to have business monetization and transition experts’ help. Business owners prefer McGervey Wealth Management for our cool, clear-thinking strategies that optimize the wealth generated from this move, make the transition seamless and assist in your efforts to perpetuate the business after you retire.
Don’t put all your money in the business.
Sure, it’s a valuable adage to put profits back into the business in order to build it. However, as the business becomes more mature and you move closer to retirement, it’s time to take a broader view. Continue to support your business as you grow your own wealth for when you are no longer a part of it.
McGervey Wealth will evaluate your personal and business balance sheet, cash flows and financial situations to accomplish long-term objectives and focus on building your personal balance sheet in parallel with that of your business.
We’ll look to maximize value and multiple while minimizing risks; manage a clear succession; and deploy resources from the sale to your best advantage.
McGervey Wealth Management knows the best, proven processes. “We don’t rest when it comes to this,” says Mike McGervey. “We’re always making the processes even better, which appeals to business owners — whether small or large — who do the same every day.”
Whether you want to sell your business or have us help identify other options, we'll do so at the business’ peak valuation and manage the transition seamlessly and efficiently. We also do everything based around clear, consistent communications that let you know what’s happening, what’s about to happen and any scenario of what could happen.
Together, we look for ways to maximize your business valuation by evaluating its process, people and systems, as well as searching for opportunities to improve business multiple.
Succession can be a complex and emotionally charged time in your life, but we use education and insight to make it less stressful and challenging. We recommend timing and identify candidates. We also take you through a monetization strategy that takes into account both internal and external potential stakeholders and their influence on an outcome. McGervey Wealth studies structure, transition and earn-out; compares financing terms and risks; considers tax implications; and redeploys cash flow and monetization to achieve your long-term planning objectives.
Most importantly, we make this a move into the future rather than a lament for the past. You gave so much to your business, and McGervey Wealth Management wants you to get all you deserve when you do finally say goodbye.
Leading TV and top business publications have turned to McGervey Wealth Management for wealth-building insight.
Watch the video »
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.