Thinking of Selling Your Business?

Selling your business can be mentally as well as a physically exhausting process.

When the sale ends, the next phase begins.  ARE YOU READY?

These 7 Steps can help you begin the next phase of your life...

Striving to help business owners around the country Simplify their financial Lives.

We aim to help you increase your cash flow, lower your taxes and improve your financial life by implementing process, automation, efficiency, and discipline.


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"I have found that the more successful business owners become, the more their personal finances take a back seat toward managing the business. It becomes really hard to keep juggling all your roles and properly manage your personal financial situation.  That is where an experienced financial advisor can add value." - Colin B. Exelby, President

Koffee Talk Pension Arbitrage and Buyouts

Is A Solo 401(k) Or An SEP-IRA Better For A Small Business With No Employees? Forbes, 4/22/2019

April 23, 2019

Colin Exelby, CFP® contributed to a great article by Chris Carosa in Forbes Magazine that discusses whether a SEP IRA or a Solo 401(k) is better for a business owner with no employees. Now that this tax season is over, it’s time to start planning for the next one. If you own a small business,…

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*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018, 2019 and 2020 Five Star Wealth Managers.