Business Client Services
We bring strategy, execution, and coordination together so you, the owner, can move faster, make better decisions, and stay focused on building your business or planning your exit.
My Purposeful Exit™ is our dedicated business planning and exit planning process that integrates your business into your personal financial plan.
What do you want to do next?
Scale your business?
Sell it and start a new one?
Retain ownership but no longer work in the business?
Sell and retire?
Build with the end in mind.
Start with our audit.
Every entrepreneur should consider Business Planning and Succession Planning once they have been operating for a few years and are profitable. Whether you exit your business in 5 years or 25 years, today is the time to put a structure in place that can enable a smooth transition to a new owner or the next generation. It makes your company more attractive to acquirers and can increase its value.
The first step is to complete our My Purposeful Exit™ Audit. It will help you understand where your business value is today and generate a roadmap to the next phase whether it is growth or transition.
One of the most important outcomes for you is getting a clear understanding of how your business integrates into your personal estate and you have one unified picture.
We aim to provide you clarity and confidence in your financial future.
Other Business Services
Tax Optimization
Analyze your entity structure, income tax, FICA tax and investments for savings opportunities.
Advanced Qualified
Plan (401k) Design
Design a retirement plan that maximizes your tax savings and still allows your employees to contribute to a qualified retirement plan.
401k Plan Administration
Analyze your plan administration and fees, or help you establish one for your company.
Executive Benefits
Retaining and recruiting strong leaders are important for growth and value. Creative incentives can build loyalty.
Document and Contract Review
Our attorneys will provide a complimentary review of your agreements and provide feedback.
Cash Management
Cash flow can vary monthly or quarterly. We help you put a structure in place for managing your cash inflows and outflows.
Debt Management
Analyze liabilities and design a payoff strategy that aligns with other company financial goals.
Insurance Planning
Risk management is an important consideration for your business. We can educate you about what coverage to put in place.
Employee Benefits
Good talent expect good benefits. Understand how the mix of standard and unique benefits that they value can help improve productivity.
Buy/Sell Planning
We help you and your co-owners consider what happens when one of you retires, or possibly falls ill or worse, passes away prematurely.
Overall Account Simplification
Streamline your number of accounts and see them all in one place using our Client Portal.
Concierge Services
When relevant, our team will collaborate and facilitate deliverables with your CPA, attorneys, bankers, and other professionals so you can spend more time on your business and with your family.
Workshops
We can host financial literacy workshops for your employees and workshops on advanced topics for your executive team.
... and more!
Lesley Batson is an Independent Advisor Representative providing comprehensive business planning, financial planning and wealth management for business owners, executives, and other high-income, high-complexity households.
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Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
Rebel Rock Wealth is a DBA of Signature Resources Capital Management. Signature Resources Capital Management is a U.S. Securities and Exchange Commission (SEC) registered investment advisor.