Locate & Identify All Assets and Liabilities
Your balance sheet is complicated – we will work with you to make sure it is updated to inform decisions about your future.
Business Owners Strategies for Safeguarding and Enhancing Your Wealth
More than an exit strategy. An entry point into every phase of your life.
A Partner For You, Your Family, & Your Business
When you’re running a business, you’re looking at what matters today and planning for the future. You have to see both the big picture and the day-to-day details…. all while considering your personal financial future. It’s a lot to manage.
That’s where we come in. We’re a dedicated team of professional experts who understand the markets, and are committed to being your long-term partner.
Business Owner to Business Owner
In the dynamic landscape of entrepreneurship, business owners navigate many challenges, with financial management standing as a cornerstone of success. Amidst these challenges, having a team that resonates with your journey is important.
The partners of our business know what it’s like to own and operate a business, while managing the finances for their family. We are the trusted advisor who not only understands your unique vision, but can also create a tailored solution fit for success.
Safeguarding Your Wealth
Providing balanced, independent advice that is focused on your future.
Cash Flow Management Pre & Post Sale
Expertise on how to optimize your cash throughout the different phases of selling your business.
Retirement Planning & Projections
Set goals and create a strategy to ensure a secure retirement.
Tax Planning
Work alongside your tax professional to implement efficient tax strategies.
Coordinate Your Team of Advisors
Collaborate with your advisors to optimize the strategy and objectives of your financial plan.
Pre-Liquidity Event Planning
Position you for maximum value before selling your business.
Education Planning
Estimate education costs and review investment strategies to reach your education planning goals.
Determine an Asset Allocation & Implement an Investment Plan
Design and implement a strategy that aligns with your unique financial circumstance.
Estate Planning
Work alongside your trust and estate attorney to make sure your estate aligns with your financial goals.
Your business is your life. Success takes everything you’ve got.
When you partner with Zuckerman Investment Group, you can focus on growing your most valuable asset knowing that the rest of your needs are taken care of.
From financial planning and managing your accumulating wealth while you are building your business to strategizing around an exit and preparing your estate for a liquidity event when your work is finished, we offer business owners comprehensive, insightful strategic counsel every step of the way.”
Keith Schicker, Partner & Portfolio Manager
Our Entire Team is Dedicated to Your Family’s Future
You don’t just have one advisor. You have a team of partners, all of whom know you and understand what you demand from life. And we work together to get you there.
Frequent Questions Business Owners Ask Us
You’ve worked hard. You want to see your hard work rewarded. With Zuckerman, we understand that.
Knowing when to sell your business and retire takes time and careful consideration. Determining the time to transition to selling and retiring involves a process of exploration. We begin by understanding your unique circumstance, comprehending your financial picture and revisiting or updating critical documentation. We will then discuss your short and long term goals to recommend a retirement strategy that is tailored to you needs.
Retiring or selling early carries risk, potentially affecting your financial stability during retirement.
We work with business owners of all sizes and have built out and recommended investment portfolios fit for their needs. However, we understand that everyone is different. We will work with you to assess your current financial situation. We will then discuss your generational wealth goals and recommend and implement an investment strategy to help support your financial goals.
Yes. Everyone is different, and we will want to learn more about your unique situation. A few financial decisions we will discuss with business owners are…
- Succession Planning
- Exit Strategies
- Diversification
- Tax Planning
- Estate Planning
Learn About Planning, Investing & More
Read the latest financial advice from our team of advisors.
The Starting Point to Sustainable Wealth
You’re too busy to have salespeople try to push something on you. We just want to have the first of many conversations. Let’s get aligned on your future.