Our business owner planning services go well beyond those offered by traditional wealth management firms. We have developed a deep network of resources to help alleviate the pain points that arise when running a company. As a result, our process helps our clients’ businesses run more smoothly and are better prepared to weather the inevitable storms that arise.
Stearns Financial Group has a long history of advising businesses and their owners in growth strategies, positioning for super trends, leadership planning, financing, cash management and exit strategies. As a fiduciary with your primary interest as our number one consideration, we help business owners examine business planning options consistent with their goals.
As part of our multi-pronged approach to helping business owner clients develop a smooth exit strategy, Stearns Financial develops a multi-scenario Financial Independence Roadmap® of your potential future course based on current economic conditions, assets, liabilities and your individual goals.
Our process puts business sale scenarios into clear focus and sets the stage for pro-active financial independence planning, potential income tax savings techniques before and after the sale (developed with your accountant and tax attorney), estate planning (developed with your estate attorney), risk management and other key planning steps needed for the next chapter of your life.