Business Owners

Business Owners - Entrepreneurs

The reasons for starting a business are deeply personal. We understand, we're there. The romanticism of business ownership has only been fueled in the recent years with the rise of the entrepreneur that is their own boss, works less hours and brings in more money than they know what to do with. The brutal realities of what it takes to be successful are eclipsed only by ones imagination. What makes us unique is our deep understanding of the relationship between an owner and their business. We understand how to build a comprehensive plan that factors in challenges you may face and what you are looking to achieve. We are experienced in working with owners whos business and personal finances are intertwined. For many, if not most, its more than a business, it is a legacy. We share the sentiment that many owners feel responsible for their employees and their families. Delegate and take back your time to focus on what matters most.

Planning as unique as your business

At Ithaka Strategic Partners we go beyond the conventional conversations. Our experience allows us to offer comprehensive independent guidance that empowers you to accomplish more personally and professionally. Delegation and efficient time use is a critical skill that successful business owners share. Regardless of the stage your business is at we structure our advice to be scalable and adaptable as needed. The first goal is to develop a clear understanding of what you want you role to be vs what your role is in the business. We look to begin defining your short and long term goals. From there, and driven by your priorities, we make sure that your personal planning correctly accounts for the nature of the business. While not always the case, most owners are surprised to see their business as a high risk/high reward investment. However, once they incorporate this perspective their approach to financial planning changes.

A few key areas we focus on:

Separating your business and personal risk
Planning for you and your business to function without each other
Making sure you and you business are taking advantage of tax benefits available to you
Crafting a benefits offering to attract and retains quality employees
Succession planning
Investment management for both personal and business assets
Retirement products,(401k, defined benefits plan). We offer educational seminars for you and your employees to empower them to make good financial decisions

Our goal is to offer a simple, time saving approach to comprehensive financial planning and investment management. Our objective, fiduciary driven guidance give you the opportunity to spend more time to focus on your business and driving its success.

Reach out to us and for a brief call and lets discuss what is important to you and if we are the right fit.

Schedule a Call

Topics most often discussed

My income is tied to my business, what happens if I can't work
We are doing great year over year, how can I reduce my business taxes
My retirement plan is my business
I am worried about what will happen if one of my partners can't work anymore.
How can I best take care of my employees.
I want to expand my business

My employees need ongoing financial education
I want to protect my personal assets from any business liabilities
Can you offer advice remotely (the answer is yes)

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