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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
I help business owners make informed decisions with their money so they can spend more time focusing on growing their businesses.
I use a comprehensive process to help clients address their key concerns: create a road map to successfully exit their business, make better decisions with money, mitigate their taxes, take care of their family members, protect their assets and magnify their charitable giving. I work with a network of professional advisors to help clients maximize the probability of achieving everything that is important to them.
I'm an Indiana HOOSIER fan. I live in Miamisburg with my wife and children. I like golf, jazz music and spending quality time with family and friends.
Education
Credentials
Mose Richardson Jr. is also part of:
Business Transition Consultants
Lets connect
Financial Advisor
Certified Exit Planning Advisor
I help business owners make informed decisions with their money so they can spend more time focusing on growing their businesses.
I use a comprehensive process to help clients address their key concerns: create a road map to successfully exit their business, make better decisions with money, mitigate their taxes, take care of their family members, protect their assets and magnify their charitable giving. I work with a network of professional advisors to help clients maximize the probability of achieving everything that is important to them.
I'm an Indiana HOOSIER fan. I live in Miamisburg with my wife and children. I like golf, jazz music and spending quality time with family and friends.
Education
Credentials
Mose Richardson Jr. is also part of:
Business Transition Consultants
Lets connect
Explore ideas and strategies for success in ‘The new paradigm’
‘The new paradigm’ is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.
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.
An overview of philanthropic strategies and their impact to help you evaluate different options.
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.
In this guide you can explore an array of planning ideas, such as:
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.
#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
Global leader
UBS is a world-leading wealth manager
