Business owners

Your Team for Generational Wealth Building

To build generational wealth you need smarter, faster and more coordinated advice. You need recommendations from an all-in-one/fractional family office team who look at decisions from every angle to save you time, money, headaches and taxes. Great news, that's exactly what we do!

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The Process

1

Share Your Founder Story

We want to know how it started, the risk you took, and all the battles you won that brought you to today. We also want to know the big goal or exit you’re pushing toward and hear most about the people you’re doing it all for. We’ll review each piece of your personal and business financials (P&L, tax returns, debt, real estate holdings, all insurance policies, trusts, investments, and retirement accounts, etc.) so we have a deep understanding of your money.

Get a Plan

Full list of what is audited:

Personal cash flow and budget

Personal real estate

Personal insurance (health, disability, life, umbrella, home, auto)

Personal investments (retirement, taxable, education, trusts)

Personal charitable giving

Personal tax return

Personal estate planning (wills, trusts, powers of attorney)

Personal debt

Personal professionals competency (investment and insurance advisor)

Business profit and loss

Business balance sheet

Business organization chart

Business compensation and incentive plan

Business insurance (health, disability, life, vision, dental, overhead, cyber, general liability, EPLI, etc.)

Business retirement plans

Business valuation

Business tax return

Business growth plan

Business debt and banking relationships

Business professional’s competency (accountant, banker, attorney, retirement advisor, insurance broker)

A comprehensive written plan of how to improve:

We audit every major part of your financials, then we provide a written list of improvements in each category for us to implement for you.

We run on results based planning so we will help implement each update to your finances over the coming months and be there every step of the way to get it done.

Schedule a Call

2

Get a Growth or Monetization Plan

You will get a complete audit on each major part of your personal and business financials. Think of this like a financial tune up. We want your investments, insurance, taxes, real estate, insurance, legal planning, and business to be firing on all cylinders so as you continue to generate more profits, you’re not pouring it into a car that can’t handle higher speeds.

Get a Plan

Full list of what is audited:

Personal cash flow and budget

Personal real estate

Personal insurance (health, disability, life, umbrella, home, auto)

Personal investments (retirement, taxable, education, trusts)

Personal charitable giving

Personal tax return

Personal estate planning (wills, trusts, powers of attorney)

Personal debt

Personal professionals competency (investment and insurance advisor)

Business profit and loss

Business balance sheet

Business organization chart

Business compensation and incentive plan

Business insurance (health, disability, life, vision, dental, overhead, cyber, general liability, EPLI, etc.)

Business retirement plans

Business valuation

Business tax return

Business growth plan

Business debt and banking relationships

Business professional’s competency (accountant, banker, attorney, retirement advisor, insurance broker)

A comprehensive written plan of how to improve:

We audit every major part of your financials, then we provide a written list of improvements in each category for us to implement for you.

We run on results based planning so we will help implement each update to your finances over the coming months and be there every step of the way to get it done.

Schedule a Call

3

Review Often

You know this. The minute a business plan is printed, it’s outdated because business is war, and to win, you must be proactive. Entrepreneurs need fast, accurate information to stay ahead. We meet at least 3-12 times a year to provide the information you need to do big things, and we are always available by phone/email for any financial update or emergency in between.

Get a Plan

Full list of what is audited:

Personal cash flow and budget

Personal real estate

Personal insurance (health, disability, life, umbrella, home, auto)

Personal investments (retirement, taxable, education, trusts)

Personal charitable giving

Personal tax return

Personal estate planning (wills, trusts, powers of attorney)

Personal debt

Personal professionals competency (investment and insurance advisor)

Business profit and loss

Business balance sheet

Business organization chart

Business compensation and incentive plan

Business insurance (health, disability, life, vision, dental, overhead, cyber, general liability, EPLI, etc.)

Business retirement plans

Business valuation

Business tax return

Business growth plan

Business debt and banking relationships

Business professional’s competency (accountant, banker, attorney, retirement advisor, insurance broker)

A comprehensive written plan of how to improve:

We audit every major part of your financials, then we provide a written list of improvements in each category for us to implement for you.

We run on results based planning so we will help implement each update to your finances over the coming months and be there every step of the way to get it done.

Schedule a Call

Simple, Transparent Pricing

Get the advice you need without any strings attached. We don’t accept payment unless we know we can add value. We don’t charge commissions or sell products.

Ongoing Fee

No up-front fee

All services included

$1,000/mo

2 meetings a year

$3,000/mo

quarterly meetings + monthly bookkeeping reports

Get a Plan

Full list of what is audited:

Personal cash flow and budget

Personal real estate

Personal insurance (health, disability, life, umbrella, home, auto)

Personal investments (retirement, taxable, education, trusts)

Personal charitable giving

Personal tax return

Personal estate planning (wills, trusts, powers of attorney)

Personal debt

Personal professionals competency (investment and insurance advisor)

Business profit and loss

Business balance sheet

Business organization chart

Business compensation and incentive plan

Business insurance (health, disability, life, vision, dental, overhead, cyber, general liability, EPLI, etc)

Business retirement plans

Business valuation

Business tax return

Business growth plan

Business debt and banking relationships

Business professional’s competency (accountant, banker, attorney, retirement advisor, insurance broker)

For Tier 2 Service: Business monthly bookkeeping management reports delivered by day 7. Reports included (KPI, management reports, profit and loss, balance sheet)

A comprehensive written plan of how to improve:

Every key part of your financials so that you know exactly what to do to get more out of your money.

And don’t worry, we operate on results-based planning, so we will help implement each recommendation so that you can finally focus on scaling your business and have financial peace of mind.

Schedule a Call

Frequently Asked Questions

In case you have any other questions, simply book a call to get them answered. 

What is the difference between a money manager/financial advisor and personal CFO?

A typical financial advisor provides advice in one area of your money, like investments, but often doesn’t have significant expertise, experience, credentials, or technology to support other areas of your finances like business valuation, tax strategies, real estate development, banking solutions, passive income, employee incentive strategies, private equity, etc.

An Abri Personal CFO has expertise, experience, credentials, and technology to provide advice in all six major areas of your finances (taxes, business ownership, real estate, investments, insurance, and legal planning) that a lot of other “advisors” aren’t even legally allowed to do.

The key benefit, for you as a business owner, is that you can get far more comprehensive advice and support with a Personal CFO than just a normal financial advisor, but the cost for either can be the same. So you can often get MUCH more for your money with a Personal CFO!

Do you work with my other financial professionals?

We absolutely do! Our job is to be your financial quarterback who helps you manage your financial team. A strong financial team consists of an accountant, attorney, personal insurance agent, investment advisor, and banker. So if you have one of those you like and trust, we can work alongside them to keep your plan on track.

If you are missing one of those or want to upgrade one (or all) of them, we can provide introductions to professionals we trust and help you build the team you need.

When is the right time to hire an Advisor?

When there is big change or complexity or you have a big goal you’re hustling toward.

You can be starting a business, buying a business, scaling your current business, or trying to sell your business. At every stage, if there is high complexity and a lot is at stake, it makes sense to have a call to see if a Personal CFO is right for you.

What is not included in the service?

We are not business coaches, bookkeepers, marriage counselors, or employees. We provide advice on how to leverage your business to accomplish your personal goals. We can help draft documents or file taxes or attend your board meetings or meet every month, but those additional services are accessible at a higher monthly fee.

Can I run the cost through the business or deduct the cost?

Yes, some of our services and advice are business consulting services, so some of our clients write it off as a business expense.

But of course, that is not a tax recommendation and is dependent on each business owner’s situation and services provided, and we always recommend checking with your accountant.

Can I include my key staff in this service?

Yes, but there is an additional fee per extra individual on a team who needs advice. The same goes for partnerships; if we work with a business with two owners, we can help both, but both partners would pay for their portion of the services. There can sometimes be discounts depending on the amount of partners or staff interested.

How is my significant other involved in this?

You may run your business, but all successful businesses are often the result of a united family front.

So of the 3 meetings a year, we want to make sure your spouse is present (which can be virtual) for at least 1 of those 3 meetings annually to make sure the family is on the same page for the strategies we are implementing. We want to save you the hard work of repeating everything that was covered because it can be a lot.

If desired, we can CC the spouse in all relevant communication and can have access to all planning technology to keep clear lines of communication open.

Are you a fiduciary?

Yes, we are! Abri and all its Advisors are Fiduciaries, which legally means that all advice we give has to be in your best interest!

Not only are we Fiduciaries, we are also fee-only, which means that when we are managing your investment or retirement accounts, we aren’t paid commissions or kickbacks or any other sort of weird, shady thing.

There are no hidden fees with Abri; we disclose everything so you never have to question the advice you get.

What certifications do you have?

Each Advisor on our team is required to have their EA and their CFP by year five of service.

But we apparently like school too much, so we also have other credentials like CPA, CLU, RICP, GBA, and JD on our team.

What is the cancellation policy?

Easy, you can cancel your services at any time, no questions asked!

We ask that we work together for at least 12 months to implement each recommendation, but nobody is the right fit for everybody, so we want to make sure it’s a great relationship for both sides. If down the road we’re not the right fit, simply let us know, and we’ll part ways.

How often do we meet?

Each business owner client has at least three standing meetings a year, but at higher price points, that can increase to 6x or 12x a year (aka, a meeting every month). Those are pre-booked person-to-person meetings.

And we are always available for email or phone support in between so that you can stay informed and make decisions on your business as things change. Quick phone calls or email chains don’t count against your meeting quota.

Do we have to meet in person?

Certainly not! We have clients in over 30 states and around the world, so most of our clients meetings are virtual meetings.

You are always welcome to meet with your Advisor in our office, but we can continue to help you no matter where you live or travel to.