Comprehensive Financial Planning for Business Owners

At Complete Advisors, we integrate business and personal financial planning to help owners like you achieve your most important life goals.

Financial Planning

for business owners

business valuation

We value many types of businesses, including partnerships, LLCs, corporations, not-for-profit organizations, and governmental entities.

value enhancement

We discover your business’s key drivers, and develop a process improvement plan to provide a detailed roadmap to improving its value.

Exit Planning

We specialize in helping business owners develop a plan to leave their company in capable hands while increasing potential cash flow and reducing taxes.

Financial Planning
for individuals

If you are retiring soon or recently retired, our goals-based retirement income planning service will give you the comfort, confidence, and peace of mind that comes from knowing that you and your family are on track financially.

Financial Planning

Personal and Business Integration Mini Series

Use the icon in the top right corner of the video to traverse between episodes. 

From our blog


NINE VALUATION MISTAKES THAT CAN HARM BUSINESS-OWNER CLIENTSEvan Levine & Nainesh Shah “For your business owner clients who have plans to sell or transfer their business in the next few years, obtaining a proper business valuation is critical to knowing where they...

3 Steps To Exit Planning

3 STEPS TO EXIT PLANNING The average business owner has between 50% - 80% of their net worth tied up in the business. (Biery, 2017) And in 2018, the number of small businesses sold hit record levels — and it’s only expected to increase in the coming years. (Guta,...

Why Valuation is Becoming a More Attainable and Profitable Skill

Why Valuation is Becoming a More Attainable and Profitable SkillOver the past several years, especially since the advent of DIY tax prep and bookkeeping systems, many accounting professionals have sought new services to offer their clients, both as a means of adding a...

How to completely change a business appraisal

How to Completely Change a Business AppraisalThe baby boomer generation (those born between 1946 and 1964) own about 23 million small businesses in the United States. It has been estimated that many of these business owners do not know the value of their businesses. A...

Key Benefits of A Business Valuation

Key Benefits of A Business ValuationJudging value is a subjective process. Whether you are shopping for a vacuum cleaner - or valuing a closely held technology business - it all comes down to perceived value. With a vacuum cleaner, you can speak to salespeople, family...

Finding Your Lost Pension

Thousands of Americans are entitled to pension payments they may not have claimed because they don’t know where to look for them - and just have too much else going on. Do you think you may have a lost pension? Perhaps from an old employer that you worked for briefly...
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