As a business owner, you struggle to balance your business, your retirement, and family. A large tax bill may be looming. Your worst nightmare is an advisor who doesn’t intimately understand what you are up against and wastes your time.
The Delap Difference
We focus on business owners. There’s no learning curve with us. We’ve probably confronted your issues before—many times.
We simplify your finances by providing wealth advisory services, fully integrated with tax, financial planning, and coordination of your non-liquid assets. Those non-liquid assets likely account for most of your wealth. We take a rare view, seeing ourselves as “balance sheet advisors” and not just “investment advisors.” We advise you on how to withdraw funds from the business to implement into your investment strategy.
You may come to us overwhelmed by trying to juggle all of your commitments. When you get to know us, you’ll feel like a massive weight has been lifted from your shoulders.
With us, you’ll never hear: “We’ll have to check with your CPA first.”
We don’t coordinate with your CPA.
We are your CPA…and much more.
Free Guide: Life After Exit
The sale of your company should be a cause for celebration, but lack of planning and your emotional ties to the business can make the process very difficult.
In this guide, you’ll get insight into:
– Common exit strategies
– Trends after exit
– Phases of wealth management
– Tax planning
The goal? To help you navigate the tumult of selling your business and smooth the transition as you enter an
exciting new time in your life!