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#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Financial Advisor
Certified Exit Planning Advisor
Meet Mose, a highly experienced financial advisor who specializes in helping business owners make smart financial decisions and navigate the often complex process of transitioning out of their business. With 17 years of experience in the financial industry, Mose has a deep understanding of the unique financial challenges and opportunities that business owners face.
Mose is passionate about empowering business owners to take control of their finances and make informed decisions that will set them up for long-term success. Whether you are looking to grow your business, sell your business, or plan for retirement, Mose has the expertise and knowledge to guide you every step of the way.
One of Mose’s core strengths is the ability to communicate complex financial concepts in a way that is easy to understand. Mose takes the time to get to know each client on a personal level, gaining a deep understanding of their unique goals, concerns, and financial situation. This personalized approach allows Mose to tailor recommendations to each client’s specific needs, ensuring that they receive the best possible advice and support.
If you are a business owner looking for a financial advisor who can help you make smart financial decisions and successfully transition out of your business, look no further than Mose. Contact Mose today to schedule a consultation and take the first step towards a brighter financial future.
Education
Credentials
Mose Richardson Jr. is also part of:
Business Transition Consultants
Lets connect
Financial Advisor
Certified Exit Planning Advisor
Meet Mose, a highly experienced financial advisor who specializes in helping business owners make smart financial decisions and navigate the often complex process of transitioning out of their business. With 17 years of experience in the financial industry, Mose has a deep understanding of the unique financial challenges and opportunities that business owners face.
Mose is passionate about empowering business owners to take control of their finances and make informed decisions that will set them up for long-term success. Whether you are looking to grow your business, sell your business, or plan for retirement, Mose has the expertise and knowledge to guide you every step of the way.
One of Mose’s core strengths is the ability to communicate complex financial concepts in a way that is easy to understand. Mose takes the time to get to know each client on a personal level, gaining a deep understanding of their unique goals, concerns, and financial situation. This personalized approach allows Mose to tailor recommendations to each client’s specific needs, ensuring that they receive the best possible advice and support.
If you are a business owner looking for a financial advisor who can help you make smart financial decisions and successfully transition out of your business, look no further than Mose. Contact Mose today to schedule a consultation and take the first step towards a brighter financial future.
Education
Credentials
Mose Richardson Jr. is also part of:
Business Transition Consultants
Lets connect
In fact, 55% of business owners who have exited recommend starting planning sooner, not later.*
You launched your business with enthusiasm. Prepare for your exit the same way.
*Source: UBS Investor Watch Report “Who’s The Boss,” February 2018
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Baby Boomers, typically defined as having been born between 1946 and 1964, led an education boom, an employment boom, and a real estate boom. They are now aged 55-73 and in the midst of a retirement boom. We are also in a business exit boom, as Boomer entrepreneurs seek liquidity and a transition out of their businesses.
After working many years to grow a business, many owners wish to exit the business and transfer the reigns to other family members. In such situations effective business succession planning is critical for the long-term success of a family business. This white paper contains some key points to consider when planning business succession.
Employee stock ownership plans (ESOPs) can provide tax efficient estate planning opportunities for closely held business owners by creating liquidity for their shares and business succession options for their families and employees.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Building a business succession or exit strategy can be one of an entrepreneur’s best investments. But in practice, traditional succession approaches can be complex. Succession and exit often depends not just on business value, but also financial wealth and its ability to support the founder’s and their family’s lifestyles.
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
#1
Family office services
Euromoney Private Banking and Wealth Management Survey, 2021
