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Our focus is on you
We work with owners of small to mid-sized businesses to prepare them for an eventual exit
Casey Griesemer, Certified Exit Planning Advisor and Wealth Manager
I see a problem that needs solving.
Main Street businesses (less than $10 million in revenue) miss out on proper financial and exit planning from a single source. When a business owner is considering leaving the business, an owner needs an attorney, a financial advisor, an accountant, a business broker, a business consultant, an exit planning consultant, and an insurance agent.
There needs to be an advisory relationship that can coordinate all of these areas so that they all work together.
The idea behind Encore Financial is to create a safe space for Main Street business owners to discuss their businesses and clarify their finances, all under one roof.
I live in Bonney Lake, Washington with my family and dogs. We get out in nature as much as we can. As recent Texas transplants, we are happy to be out of the heat.
Our 5-Meeting Planning Process
The program involves 1-2 hour meetings held online, over the phone, or in person
1-on-1 Personal Discovery Meeting
We listen to what you want out of your succession and your resources
Launch the Assessments
Complete the readiness assessment and fill out your personal information through RightCapital
Gather Documents
Upload tax returns, trust documents, invest, investment accounts, etc. Sometimes, this will be extensive. We need this information to start planning.
Plan Presentation
You will get a financial, business, or investment plan, depending on what you engage us for.
Prioritization, Delegation, Guidance
Strategize resources to help get the job done. An ongoing advisory relationship is available.