The Mestern Group specializes in addressing entrepreneurs' distinct financial needs. Whether you are a high-growth founder, local business owner, or a diversified serial entrepreneur, we can add value for you.

 

Tailored Services for Entrepreneurs

1. Comprehensive evaluation of your financial situation: We thoroughly evaluate how your personal net worth, and the value of your share in your business affect your current and future financial situation.

2. Network Effect: We leverage our extensive network of capital providers, banking solution experts, estate planning specialists, succession and exit planning professionals, and wealth management advisors. This ensures that you have access to a wide range of expertise, creating a foundational support system for you and your business.

3. Collaborative Approach: We collaborate closely with your accountant, lawyer, and other advisors to create a strong support framework for your business’ growth. This teamwork ensures that every aspect of your financial situation is addressed in a unified manner.

4. Exit Planning: We provide comprehensive plans that project what a future exit will look like for your personal financial situation. Based on these assumptions, we can provide advice on how to structure your ownership to mitigate the future tax consequence of the liquidity event. We will also model optimal investing strategies for the capital after the exit.

5. Investment Management: We create investment strategies that maximize after-tax returns, helping you diversify your assets beyond your business. Our investment management services are tailored to enhance the stability of your financial growth, while being thoughtful regarding the tax consequences of those investments.

6. Estate/Legacy Solutions: We provide advice on how to efficiently transfer wealth to the next generation, which increases in importance when corporate assets are involved. This generally includes an insurance needs analysis, which will detail how insurance can be used as an asset class in your investment portfolio.

7. Retirement Planning: Our planning focuses on the growth needed from investments, and level of savings needed in the accumulation phase in order for you to retire comfortably. Our post-retirement investing solutions focus on income generation, ensuring you have the cash flow you need for your desired lifestyle.

8. Systematic Communication: We maintain minimum quarterly communication with all our client households to ensure that they understand our processes and that we remain aligned with their goals. Transparency and effective communication are the most important part of our business.

 

At the Mestern Group, we are dedicated to guiding you through the complexities of entrepreneurship with confidence. Partner with us to enhance your business value, ensure a smooth transition once your entrepreneurial journey ends, and to achieve your wealth-related goals. Reach out to us to discover how we can support your journey.