Business Owner Financial Planning
Running a business creates financial complexity most advisors aren't equipped to handle. Nasar Aboubakare brings 15+ years of private equity experience to help business owners protect what they've built, plan for what's next, and keep more of what they earn.
You built something remarkable. But the financial complexity that comes with it can feel overwhelming without the right partner.
When your net worth is tied to your business, every decision affects both sides. Without a clear separation strategy, you're exposed to unnecessary risk.
Whether you plan to sell, pass the business to family, or simply step back, not having a clear exit plan means leaving value on the table and your future uncertain.
Business owners have access to powerful tax strategies that most advisors don't understand. Without proactive planning, you could be overpaying by tens of thousands each year.
Your financial life is different from a typical salaried professional. Your planning should reflect that.
S-Corp, C-Corp, LLC, partnership. The right structure can save you thousands. We help you evaluate what makes sense now and as your business grows.
Whether you're looking to sell, bring in a partner, or pass the business to the next generation, we build a plan that maximizes your outcome.
Protect your business from the unexpected. We help structure insurance solutions that safeguard operations if a critical team member is lost.
401(k), SEP IRA, SIMPLE IRA, defined benefit plans. We design retirement plans that attract and retain talent while maximizing your own contributions.
From compensation structuring to qualified business income deductions, we coordinate with your CPA to implement strategies that reduce your total tax burden.
Your business funds your life. We make sure your personal investments, estate plan, and retirement savings are growing alongside your company.
Your Advisor
Most financial advisors work with salaried professionals. They understand paychecks and 401(k)s. But as a business owner, your financial world is different. You need an advisor who understands cash flow, valuations, entity structures, and the pressures of running a company.
Nasar Aboubakare brings over 15 years of private equity experience and a USC Marshall School of Business MBA to every client relationship. He's worked on the inside of complex business transactions and understands the strategies that create real value for business owners.
A straightforward path from complexity to clarity.
We start with a deep conversation about your business, your personal goals, and where the two intersect. No sales pitch. Just listening.
We build a comprehensive plan that connects your business finances and personal wealth. Tax strategy, exit planning, retirement, estate, and investment management, all in one coordinated strategy.
Your business evolves, and your plan should too. We provide ongoing guidance as you grow, hire, expand, or prepare for a transition.
Absolutely. Exit planning is one of our core specialties. Whether you're considering a sale to a third party, transitioning to a family member, or bringing in a partner, we help you understand your business valuation, structure the transaction for tax efficiency, and plan what comes after. The best time to start exit planning is years before the actual event.
Yes, and we encourage it. The best financial outcomes happen when your advisor, CPA, and attorney are all coordinated. We regularly collaborate with our clients' tax and legal professionals to make sure strategies are implemented correctly and nothing falls through the cracks.
We work with business owners across a range of sizes, from solo practitioners and small professional firms to companies with multiple employees and seven-figure revenues. The common thread is that our clients have meaningful assets (typically $300K or more in combined business and personal wealth) and want a sophisticated planning approach.
We are a fee-based advisory firm. Our fees are based on the assets we manage for you, which means our interests are aligned with yours. When your wealth grows, we grow. There are no hidden charges or product sales commissions driving our recommendations. We'll walk you through the full fee structure during our initial conversation.
Yes. We help business owners evaluate and implement retirement plans including 401(k), SEP IRA, SIMPLE IRA, and defined benefit plans. We consider both the benefit to your employees and the tax advantages for you as the business owner. The right plan design can be a powerful tool for attracting talent and building your own retirement savings.
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Or call us directly: (949) 729-9994