- YOUR SUCCESS IS A TEAM EFFORT -
A PROACTIVE WEALTH MANAGEMENT FIRM
Areas of Focus
Real Wealth Management
Wealth Management is so much more than stocks and bonds. When have you analyzed your taxes, investments, insurances, business strategy and had all your advisors working together for your benefit?
Recovering, Refunding and Reducing Your Taxes
Tax compliance is not tax planning. Your accountant does a good job at preparing your taxes but often is not proactive in tax strategy. We can go into past tax years and recover tax dollars you overpaid. We can analyze and often increase your current refunds. And most significantly, we design strategies to reduce your future tax liabilities.
Are You Growing Your Business for Income or Exit...Do you know the difference?
Business owners understand their industry and how to generate dollars in their company. But rarely, are they trained to maximize the value of the company similar to the CEO of a publicly traded company. Have you engaged in a Value Acceleration Process? Do you know what your company is worth today and how to maximize this amount?
Do You Want to INCREASE the Value of Your Business by up to 71%
The Value Builder System is a scientific methodology proven to increase the value of your business. After analyzing over 40,000 businesses, the average Value Builder Score is 59 out of a possible 100. If we look at the acquisition off ers these businesses have received, the average offer is 3.5 times pre-tax profit. The Value Builder users who have improved their score to 90 or greater – by following the system – are receiving offers of 7.1 times pretax profit on average.
Value Acceleration Process for Business Owners
How Does the Market Value Your Business?
Analyze the factors that makes your business sellable
Analyze the factors that makes your business sellable
Premium Service for business owners to gain understanding on all the decisions necessary to sell their business.
Analyze the factors that makes your business sellable
Analyze the factors that makes your business sellable
Analyze the factors that makes your business sellable
Three Surveys are required to assess the owner, the company the the market for your business.
PREScore: IS the Owner Ready?
Value Builder Score: Is the Business Ready and what is it Worth?
Freedom Score: Can the Owners Afford to sell?
Calculate your EBITDA
What is YOUR EBITDA???
Calculate your EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)
Our Team
Team Manager
John Kostic, CFP CEPA began his financial planning career in November of 1989. He had just returned from several years of military service where he was commissioned an officer in the US Army and earned his 'Wings' as a UH-1 'Huey' and AH-1 'Cobra' gunship pilot.
Over the past many years of hard work and dedication, John has been able to create relationships with the various experts in the many disciplines required to design, construct and implement a successful financial plan.
No one person or one firm can do it all. We are most successful by managing a TEAM with the skills of a many experts working in cooperation and coordination for your benefit
Insurance Review and Analysis
BGA Insurance is a national leader in insurance brokerage and is ranked in the top 1% of all general agencies in the country. Since BGA is independently owned and staffed with highly experienced and technically advanced staff, we can assist with the most sophistic plan designs. BGA 's team also cares about the client and is excited to assist in the important questions we all have to make sure our insurance is properly structured and complete.
Helping affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession and family governance counseling.
By combining your family's, legal and financial matters into a unified plan, Strazzeri Mancini can:
- Increase your control over your affairs.
- Continue your lifestyle while protecting your assets.
- Enable you to pass your values, work ethic and wealth to your heirs and generations to come.
- Manage and accelerate the value of your business.
- Keep you affairs free from public attention and delays of probate.
Investment Management Team
Client investment accounts must be held and managed with the greatis care. We have relationships with the multiple Fee-Only Registered Investment Advisory firms and utilize the largest, most well know custodians. This way, you are assured that your assets are never charged high commissions and will be managed by the best in class firms in the industry.
Alternative Investments
Many clients have needs that go far beyond the standard "Cookie Cutter Portfolios". For clients that could benefit from increased income, tax efficient cash flows or even private placement structures, Alternative Wealth Management can support these complicated and demanding scenarios.
Personal and Business Tax Management
One of our tax partners is American Incentive Advisors. For millions of small family businesses, they are unaware or the many tax incentives that are available to them. Billions of tax incentives are awarded to the largest companies - primarily because they ASK FOR THE TAX CREDITS. We regularly assist small businesses in recovering hundreds of thousands of dollars in previously paid taxes.
Personal and Business Bookkeeping Services
The foundation of good financial stewardship is accurate financial reporting. In order to assist our clients at every level, we offer Certified Quick Books Pro Advisor consultants. Experts in personal and corporate bookkeeping, we make sure that your financial reports are accurate, cost effective and are produced on a timely basis.