We know that running your own business takes hard work, dedication, and constant attention whether you're in the construction, engineering, or technical industries. For some, the business has been in your family for generations. For others, your dream as a business owner is just starting to take shape. Wherever you are in the spectrum, hopes of retirement and independence from the business are often held in tension with concerns of when and how the company will transition to the next generation of owners. Will they be prepared to take over the reins of the company as soon as you are ready to retire?
Our passion is that you will be ready and able to retire on your timetable. We believe no owner should have to postpone retirement or be concerned about the future and wellbeing of the business in retirement. At 21Five Capital Advisors, we take the time to get to know you and your business, understand what's most important to you and your business, and work with your team of trusted advisors (CPA, estate planning attorney, etc) to create a business succession plan and exit strategy to fit your timeline; while including the next generation of owners when you're ready helping to ensure they are prepared to take the helm of the company. We pay special attention to all parts of your life so that it works efficiently for you both now and in the future.
We also understand part of the responsibility of a business owner is caring for each of the employees like they are family (and sometimes they are!) We have found that many of our clients may already have employee benefit options for their company but aren't getting the service they deserve, don't have someone they can pick up the phone to call to get something taken care of, and often are paying too much for benefits. This is where our team is happy to help lift the burden of employee benefits and 401(k) plans and serve as your personal service coordinator who reaches out on your behalf to help make sure the rates you are paying are giving you the best benefits available for your employees which makes a tremendous difference to your employees and their families.
We know that while many business owners consider these decisions, many often have a hard time putting plans in to action with all the daily demands of the business. Allow us to come alongside you in your business so that you can keep focusing on the things that matter most to you and your business while allowing us to help ensure you and your business are taken care of both today and in the years to come.