As a business owner, you're accustomed to conquering challenges and achieving growth.

You’re climbing to the upper echelons of your business, experiencing both slow, deliberate progress and meteoric success.

However, amidst the chaos of juggling multiple responsibilities, it's easy to neglect your personal financial well-being. But here's the truth: your business and personal life are more connected than you realize. You've been so focused on your business that it's hard to see the link between the two.

Many business owners think, does it really matter because it will all be worth it in the end, right?

Perhaps it's time to consider that you've placed too many eggs in one basket.

Business
Strategy

The success of today produces funding obligations for the future.

Many of the business owners don’t realize this, for the same reasons as you. Time and energy won’t allow it.

  • How can we be smarter for when the tax bill comes?
  • Do you know what your business needs to do for you to retire and walk away from it?
  • How can we make sure there is money for expansion or stock-buy-backs? That we have liquidity when we need it?
  • What is the smartest way to transition the business to a partner, family-member or employee?

We’ve Worked Hundreds of Cases For Closely Held Businesses Across Multiple Companies And Organizations

At Sernett Wealth Management, we understand the unique needs of business owners like you. Our expertise in planning allows us to guide you towards clarity, helping you strike the perfect balance between your business and personal life.

Three Easy Steps To See Where You Stand

1.Take our business owner planning assessment

2.Get a planning scorecard highlighting where you are on track and potential blind spots

3.You determine if more in-depth planning is needed

You’ve had to get through a lot to get to where you are and to get this business to this point.

Can you withstand the risk that comes with a lack of diversification and overconcentration?

Growth

There is beauty between where your business is at and what it is doing for your personally. There’s harmony in it.

You’ve gotten here winning in all areas of life. Why stop now?

Reach out to Erin to start your business planning assessment.