Start up
We understand the tunnel vision that often comes with starting a business. You are focused on survival and success – juggling revenue generation, HR, marketing and more, all with limited liquidity. We’ve been there.
Reach out for a complimentary strategy session designed to provide direction and clarity. Share your challenges openly and receive actionable insights from our team of seasoned entrepreneurs.
More Resources at Your Fingertips
Explore our podcast, “Business Unchained,” where we interview other entrepreneurs about their successes and failures. Our blog offers additional in-depth expertise.
Let’s Build Your Vision Together.
Growth
With a solid foundation in place, you’ve now shifted from survival to strategic growth. We partner with you and your trusted professionals to:
- Separate and Optimize Personal and Business Finances
- Maximize Opportunity and Reinvestment
- Implement Smart Tax Strategies
- Fortify Your Business for Long-Term Success
- Accelerate Wealth Accumulation
If you’re still assembling your team of trusted professionals, we can recommend vetted partners we’ve worked with for years.
The Right Team, Your Competitive Advantage
“I have been using Bobby and Jordan for the past three years and it was the best decision ever to switch over to Green Ridge Wealth Planning. As a small business owner, I always worried about how my retirement will look and if I am planning the best for my future. I feel much more relaxed knowing that my investments are in good hands with this team. I would recommend them to anyone looking to invest wisely for the future.”
Mature
Your business is mature, and revenue and growth have become more predictable. It’s time to shift focus to maximizing its value now while planning for your future exit. Today’s financial planning, tax strategies, and wealth management will define the legacy you leave for the next generation.
This stage often presents complex financial challenges. We provide expert guidance and a strategic team to navigate these complexities, ensuring you build lasting wealth.
Exit
Secure Your Legacy, Maximize Your Return
Exiting your business is a culmination of your hard work. We’ll help you prepare for a seamless transition, whether it’s succession planning or a sale. Let’s work together to optimize your business for maximum value and structure your sale for the most favorable after-tax proceeds.
Master Your Business Exit: Download Our Free E-Book: Learn the “5 Moves You Must Make to Sell Your Business Like a Boss” and empower yourself for a successful exit.
Our team of experienced professionals brings Wall Street expertise and a Main Street mindset to every client relationship. We work closely with you to understand your individual needs and develop a personalized investment strategy that aligns with your financial goals.
Family Business
Family businesses offer unique rewards, but also carry the risk of generational strife. Learn from our founder, Bobby, whose personal experience includes navigating a challenging family business transition. He understands firsthand the critical importance of preparation, clear communication, and transparent expectations between generations.
Don’t let your family business become a cautionary tale. We’ll guide you through:
- Strategic Succession Planning
- Open and Honest Communication
- Defined Career Paths
- Building a Lasting Legacy
Gain Insider Knowledge: Click here to Download Bobby’s Advanced Book Copy
