Business Owners

We help business owners identify goals and create actionable plans.

As small business owners ourselves, we understand the day-to-day demands on you and the complex financial questions you may have as you run your company. Our job is to help provide clarity and answers to those questions so you can focus on what matters most. Our proprietary process, The Mile Marker FORMula™, offers a variety of services for business owners:

Goal Identification and Prioritization

Owner-Focused Financial Planning

Tax Planning

Business Valuation Services

Insurance Analysis and Risk Management

Succession and Transition Planning

Retirement Plan Design for Your Business

Buy-Sell Agreement Planning

Portfolio Optimization

Long-Term Care Planning

Roth Conversion Analysis and Planning

Retirement Income Planning

Business Owner Strategies

You've worked diligently and invested in building a unique business that you and your customers value. It’s likely your largest asset, but if you’re like most business owners, you are unsure of its true value and your options for leveraging it for your retirement. Through The Mile Marker FORMula™, our wealth advisors understand the valuation, succession, and tax-efficient planning unique to business owners and can help answer those questions and create a plan that lets you focus on your business and your life.

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Frequently Asked Questions

For business owner clients, SRG Financial Advisors offers goal identification and prioritization, owner-focused financial planning, tax-efficient planning, business valuation services, insurance analysis and risk management, succession and transition planning, retirement plan design for the business, buy-sell agreement planning, portfolio optimization, long-term care planning, Roth conversion analysis and planning, and retirement income planning.
The advisors at SRG Financial Advisors are not CPAs or business valuation experts. Resources to aid in obtaining a valuation of your business are provided through an independent entity, BizEquity. BizEquity is not affiliated with SRG Financial Advisors or USA Financial Securities.
Yes. Business valuation services are one of the services SRG Financial Advisors offers to business owner clients, helping them understand the true value of what is often their largest asset.
The advisors at SRG Financial Advisors are not CPAs or business valuation experts. Resources to aid in obtaining a valuation of your business are provided through an independent entity, BizEquity. BizEquity is not affiliated with SRG Financial Advisors or USA Financial Securities.
Yes. Succession and transition planning is one of the services SRG Financial Advisors offers to business owner clients.
Yes. Retirement plan design for businesses is one of the services SRG Financial Advisors offers to business-owner clients.
Yes. Buy-sell agreement planning is one of the services SRG Financial Advisors offers to business owner clients.
Yes. Insurance analysis and risk management are among the services SRG Financial Advisors offers to business owner clients.
Yes. SRG Financial Advisors' wealth advisors help business owners understand the valuation, succession, and tax-efficient planning unique to running a business, and create a plan to leverage their business toward retirement.
The advisors at SRG Financial Advisors are not CPAs or business valuation experts. Resources to aid in obtaining a valuation of your business are provided through an independent entity, BizEquity. BizEquity is not affiliated with SRG Financial Advisors or USA Financial Securities.
Yes. Tax-efficient planning is one of the core services SRG Financial Advisors offers to business owner clients, alongside succession planning and Roth conversion analysis.
Yes. Retirement income planning is one of the services SRG Financial Advisors offers to business owner clients as part of The Mile Marker FORMula™.