Tony Patterson, Cfp® Email & Phone Number

Cedar Falls, Iowa, United States

WHAT I DOI help with ways to sell highly appreciated capital assets, including businesses and real estate, that allow you to defer, reduce & eliminate taxes.In addition, I work with business owners to incentivize & retain their most important employees, grow the value of their business, and plan for the inevitable – someday leaving your business. SERVICES I PROVIDE🔑 Key employee incentive planning🏃🏽‍♂️ Business Exit Planning💰 Tax reduction strategies… Show more WHAT I DOI help with ways to sell highly appreciated capital assets, including businesses and real estate, that allow you to defer, reduce & eliminate taxes.In addition, I work with business owners to incentivize & retain their most important employees, grow the value of their business, and plan for the inevitable – someday leaving your business. SERVICES I PROVIDE🔑 Key employee incentive planning🏃🏽‍♂️ Business Exit Planning💰 Tax reduction strategies for business growth and business sale📄 Buy/Sell agreement review and funding📒 Business continuation instructionsWHAT MAKES ME UNIQUEThe focus of my works starts with (likely) your cash cow business and the largest asset you own. It pains me to see business owners “have a job in the business” rather than “own a business that operates without them”.As a business owner so much risk is embedded in your business and so much potential is attainable. You will often see your best rate of return when investing in your business. It is my goal for you to grow your business so that you have cash flow to enjoy the life you have now, grow the business into the future, and identify a buyer(s) for your business when you are ready to call it quits. I use my experience with business owners similar to you to determine the best course of action. Protecting what you’ve built, growing your business to match your vision, and preparing for the inevitable - leaving your business. READY TO TALK?Reach out to me directly here on LinkedIn, visit me online at www.tonypatterson.com, or just call me at 319-675-0002.Registered Representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030. Licensed to sell insurance in FL, IA, NC, NV and OH. Licensed to sell securities in AZ, DC, FL, IA, IL, MN, NE, NV, TN, VA and WI. Show less

Work In Both Clive And Cedar Falls Offices

WHAT I DOI help with ways to sell highly appreciated capital assets, including businesses and real estate, that allow you to defer, reduce & eliminate taxes.In addition, I work with business owners to incentivize & retain their most important employees, grow the value of their business, and plan for the inevitable – someday leaving your business. SERVICES I PROVIDE🔑 Key employee incentive planning🏃🏽‍♂️ Business Exit Planning💰 Tax reduction strategies… Show more WHAT I DOI help with ways to sell highly appreciated capital assets, including businesses and real estate, that allow you to defer, reduce & eliminate taxes.In addition, I work with business owners to incentivize & retain their most important employees, grow the value of their business, and plan for the inevitable – someday leaving your business. SERVICES I PROVIDE🔑 Key employee incentive planning🏃🏽‍♂️ Business Exit Planning💰 Tax reduction strategies for business growth and business sale📄 Buy/Sell agreement review and funding📒 Business continuation instructionsWHAT MAKES ME UNIQUEThe focus of my works starts with (likely) your cash cow business and the largest asset you own. It pains me to see business owners “have a job in the business” rather than “own a business that operates without them”.As a business owner so much risk is embedded in your business and so much potential is attainable. You will often see your best rate of return when investing in your business. It is my goal for you to grow your business so that you have cash flow to enjoy the life you have now, grow the business into the future, and identify a buyer(s) for your business when you are ready to call it quits. I use my experience with business owners similar to you to determine the best course of action. Protecting what you’ve built, growing your business to match your vision, and preparing for the inevitable - leaving your business. READY TO TALK? Show less

Waterloo, Iowa

While in college and after graduation, I hired, trained, supervised, and scheduled the staff of up to 30 kitchen and service staff. I was also in charge of purchasing adequate levels of product, while eliminating waste. One of my favorite aspects of the job was to optimize workflow for the staff, whether it be operation procedures or work space functionality. In addition, I worked with restaurant owners to organize and scrutinize the financial profit and loss statement for the… Show more While in college and after graduation, I hired, trained, supervised, and scheduled the staff of up to 30 kitchen and service staff. I was also in charge of purchasing adequate levels of product, while eliminating waste. One of my favorite aspects of the job was to optimize workflow for the staff, whether it be operation procedures or work space functionality. In addition, I worked with restaurant owners to organize and scrutinize the financial profit and loss statement for the restaurant. I worked to bring corrective course of action to resolve any issues to help bring more profit to the ownership group. Show less