We provide business owners with strategies that manage risk while remaining focused on long-term planning and business value growth.
In today’s complex economic environment, ground is not just hard to gain, it is hard to hold. A well-conceived plan can help maximize the value of the business under a broad range of foreseeable circumstances.
From planning for the eventual transfer of your business to its next generation ownership, we help owners and other key stakeholders formulate and reformulate plans that sometimes take years to implement and unfold.
At 180 Financial Solutions, our team of financial professionals will help you achieve your professional goals with holistic financial solutions that consider not only your personal professional goals, but also the aspirations of your employees and business.
The building blocks of any successful business are the people. Our advisors can show you financial strategies to incentivize your most irreplaceable personnel to turn their work for you from a job into a career that lasts. Our business advisors are skilled in crafting customized compensation and benefit packages for your most integral employees.
Whether your exit strategy already has a specific successor in mind, or the continuation of your business will be through other means, our advisors can guide you through these complex business decisions. We understand that you’ve worked hard to build your business and that you want to enjoy the fruits of your labor. Our firm has extensive, multi-disciplinary strategies that can help ensure the long-term continuity of your business.
As a business owner, you are responsible for the management of your company’s assets and liabilities. Our firm is prepared to help you navigate the complexities of your business dealings. In conjunction with our ecosystem of trusted attorneys, tax professionals, and other institutional investment partners, our team is prepared to provide you with customized strategies to fortify your balance sheet and help you manage your cashflow.
Through our extensive network of Tax Strategies and Attorneys, we offer our clients wealth management approaches and perspectives, tailored to their specific situation.
We provide advanced custom plans that can help maximize value and mitigate risk. These include estate planning, business continuity planning, charitable planning, tax efficient financial modeling, and wealth management.
Family legacy is at the core of our business.
No one knows your business, or your family, better than you do. Our advisors will listen to and understand your wealth goals as they relate to your lifestyle, business, children, philanthropy, and other aspirations.
Coupled with the expertise of our legal, tax, and other trusted partners, our comprehensive research includes, but is not limited to, analyzing your balance sheet, current financial holdings, existing estate planning strategy, and other financial structures that may impact your wealth.
We conceptualize ideas for new strategies to enhance your existing planning and to further protect you against potential risks and optimize your wealth. After identifying and assessing additional opportunities, we present you with information to empower you to select options in furtherance of your goals.
We translate your overall financial objectives into a tactical action plan that includes asset allocation, specific financial vehicles, and insurance solutions—overseeing the execution of all the plan’s aspects.
We meet regularly with our clients to review financial goals, assess progress, discuss new events and consider plan changes and enhancements that might impact on your wealth.
We continually search for ways to better optimize your financial strength. We can’t predict the future, but we can help you plan for it.