Isaac Cohen Email & Phone Number

With the support of a team of client focused experts, I help business owners better unlock the wealth help within their businesses, improve work/life balance, build a business that can be more easily transitioned to new leadership, help improve the attractiveness of the business, and make it a “sale-ready” business using values acceleration methodology and strong tax planning.How we do it: We support our clients in 4 main areas-- business planning, business financial planning, tax planning, and business succession/exit planning.Why We’re different: Over the last 17 years I’ve helped create, build, enhance, and sell businesses. We help High-Net-Worth entrepreneurial families crystallize their tailor planning for all stages of life both the business and owners are in. Why it works: Our consulting practice is designed to support the needs of our clients. I tailor solutions to focus on current needs and future vision. We support your goals from design to execution. Our planning practice is designed to optimize your businesses potential for growth and/or a transition. Whether you’re looking for transformation or transition, we are able to help. With time and proper planning, tax mitigation, wealth accumulation, and wealth transition are possible. Unlocking your businesses value is an optimal way to do so. Our business planning practice helps owners and highly valued executives plan their next steps with confidence.Imagine This: Being a business owner, entrepreneur, or HNW family can be challenging but, it doesn't have to be. It is my life’s passion to simplify financial matters. First, I understand what is most important to you, how it impacts your finances, and define steps to maximize your wealth, including an assessment of your business(es).Even well-established, successful businesses benefit from an analysis. My goal is to give you back YOUR time, and to make your business more efficient, affective for you, and attractive to sell. Most business owners have 80% of their net worth tied up in the businesses. Shockingly, 80% of businesses never sell. That means that owners are losing a so much $$$. The structured value acceleration process can provide significant growth, manageable timelines, and lead to more potential sale.

Listed skills include Investments, Finance, Wealth Management, Financial Planning, and 25 others.