Here's How we Help EntrepreneUrs
Meet our Austin based Financial Consulting Firm for Entrepreneurs & Businesses
Entrepreneurs & Business Owners can get focused help from Strategic Capital
Whether you are generating substantial wealth as a one-man or woman business or are running an enterprise, we have the capabilities, solutions and network to help you navigate the challenges entrepreneurs face.
Using Your Business to Enhance Your Financial Picture
Your business is your tool for enhancing your personal success. You can determine the exact type of planning to implement as a business owner through your business to complement your needs as an individual. Being able to implement plans that can provide for tax benefit for you and your business is a powerful tool; but, balancing the need for liquidity, tax deferral, income deduction, time horizon, debt etc. are essential elements that must be considered when constructing the plan of an entrepreneur. Every day, we help entrepreneurs identify, evaluate, implement and monitor personal financial plans enhanced by their businesses.
Succession and Estate Planning
At some point in time, your time with your business will end simply because no one lives forever. It takes time to build a business, and it takes time to sell a business. Determining the future transfer of ownership of your business while you are alive or ensuring the proper transfer of your business upon death are decisions you should not have to go at alone. In coordination with your team of tax professionals and attorneys, we are able to create succession and estate plans for you and your business that help minimize taxes on transfer and ensure the assets you worked hard to generate continue working in the manner you wish after your passing.
Excess Capital
As a business owner, it is your responsibility to ensure excess capital does not stay stagnant. Money likes movement so momentum is the name of the game.
From helping to determine the threshold of operational capital versus excess capital to developing strategies for excess capital deployment through investments, debt reduction or other strategic initiatives that may benefit your business, active management of capital is essential. Our access to institutional grade investments for our clients separate our firm from most.
Personal Wealth Management
The same goes for your personal wealth as it does for excess capital. Money needs intention and we put your money to work based on your unique needs as an entrepreneur.
Business and Personal Financial Analysis
We are only as good as our data. In order to make the most informed decisions as a business and personally we have to gain knowledge of our financial picture.
Whether this is creating an income and expense analysis to help with cash flow management or developing a balance sheet to understand financial health, the more information we have, the better. These tools enhance your ability as an entrepreneur to make better decisions now and in the future, for both your business and self.
Risk Management and Insurance
Our team can help identify and assess risks an entrepreneur and their business may face and evaluate the strategies of whether to either eliminate, mitigate or retain said risks.
Business Consulting
Being an entrepreneur requires you to wear many hats and hold responsibilities apart from the revenue generating activities that you’re already focused on. Your successful business requires you to be the absolute expert at how your create value within your business, but running a successful business also requires a lot of other things. Whether evaluating tools to catalyze success or implementing solutions to stay current with government regulation, our team of consultants and partners are able to bring strategies to your business to keep you in compliance and operating at the highest levels of efficiency. Using our Strategic Capital Network, we are able to provide solutions for almost all of your business needs. You don’t have to be an expert in everything – you just need to tell us how you want to proceed.
Want to learn more about our Entrepreneur Consulting Capabilities? Contact us for a meeting about Business Planning.
You can also listen to audio with Adam D’Acierno about some Business planning concepts.
Strategic Capital has been Featured on the following Financial Media Platforms:
Entrepreneur Services
Entrepreneur Consultant, Strategic Business Advisor, Financial Management Team, Wealth Managers – what can we say – we like wearing a lot of hats. We couldn’t evaluate and consult on our client’s needs if we weren’t first and foremost fiduciaries. We need your trust, your intel, your help in setting goals, so that we can be the driving force behind the roadmap that can help you get to where you want to be. it’s a partnership – a relationship we hold in the highest regard. Our Business and Entrepreneurial clients help us to reach for more, continuously. We want to help you achieve what you’re reaching for.