BUSINESS OWNER SOLUTIONS

We help executives, engineers, scientists, and other busy professionals proactively manage company stock, seamlessly coordinate benefits, optimize your portfolio and reduce taxes.

  • Business owner planning:

    • Understand the impact of your partnership/ownership changes.

    • Evaluate the sale of your business to increase your understanding of how that would impact your unique financial situation. 

    • Balance estate planning and multigenerational intentions.  

    • Ensure your business assets are properly insured and your personal assets are separate and out of arms reach of business litigation.  

    • Sponsor small business retirement plans

    • Help decide which retirement plan is best for your small business (401(k), Pension Plan, Defined Benefit Plan, SEP Plan, SIMPLE IRA, etc.)

SERVICES INCLUDE:

  • Exit and liquidity planning:

    • Build succession plans balancing factors like taxes, liquidity, and estate implications. 

    • Portfolio tax coordination with any tax windfalls or special investment strategies to plan for special tax year.

    • Coordinate with business valuation coaches, Certified Exit Planning Advisors, and other professionals.

    • Accurately track the value of your business over time

What you can expect from us

Should you choose to meet with our team at Mackeson Advisory, we want you to experience the difference firsthand. We take three meetings to help define your life goals, gain a better understanding of where you're at now and design a plan for going forward. Our initial meetings are always confidential and complimentary.

  • Icon of a blue telephone receiver

    AMBASSADOR CALL

    No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.

  • Calendar icon with four squares

    INITIAL MEETING

    We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan. 

  • A blue ballpoint pen

    CUSTOM PLAN DESIGN

    With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments

  • Folded informational brochure with multiple panels

    RECOMMENDATIONS

    Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances. 

Let’s Talk

TAKE THE NEXT STEP