Small Business Owner
Roelofs Capital Group specializes in helping Small Business Owners make tough financial decisions. We have identified five separate phases in the life of a business owner, with which we can help.
Do you have a tough financial decision in your business? Let us help.
Growth/Expansion
Should I expand?
How do we find the right people?
Should I borrow money from the bank?
What are the pros & cons of bringing on investors?
What is the cost of equity?
Mature
What should my day-to-day look like?
Can I take some time off?
How much control should I give up?
Can I take off a month of work and have the business grow? 3 months? 6 months?
Transition
Who will continue my legacy?
Should family take over the business?
What about my kids not working in the business?
What's the business worth?
Should I sell to a third party? A competitor?
Should I give the business to my employees?
How would they pay for it?
Windfall
Do I have the right plan to make my money last?
Should I take the same amount of risk as I did as a business owner?
How is taking money out different from putting money in?
Are taxes going to be significantly different without the business deductions?
What am I going to pay for advice?
Private Investment
How much of my wealth should be in publicly traded stocks and bonds?
Should I invest some money in real estate? What type?
What's the risk in buying in as an equity investor in a private business?
Should I have an equity stake in a business or should I invest as a limited partner?
