Mathis Wealth Management

The sale of your business is just the beginning. A clear transition plan is essential to preserve value, reduce employee turnover, and maintain customer confidence during the handoff. Work with the buyer to transfer knowledge about company culture, customer relationships, and your position in the marketplace. Key employee introductions and stakeholder communications matter tremendously. Many buyers appreciate when sellers stay on for a transition period, often consulting for a fee. Invest time in a smooth handoff.

Read more from Cameron Mathis: https://mathiswealth.com/preparing-to-sell-your-business-roadmap/

Prepare to Sell Your Business: A Multi-Year Roadmap - Mathis Wealth Management Learn about the tax, valuation, and succession steps business owners should take in the years before selling a business.

A special needs trust allows you to provide for a disabled family member while preserving their eligibility for Medicaid and SSI benefits. Unlike other trusts, assets in an SNT are not counted against benefit thresholds. The trustee can disburse funds for education, recreation, medical expenses, and quality-of-life enhancements without jeopardizing government support. This is powerful planning for families with disabled or medically impaired members.

Consult with your financial planner and estate planning attorney to set up an SNT tailored to your family's needs.

Higher education costs and other schooling expenses are headed higher. But financial advisor Cameron Mathis shares creative methods that go beyond the 529 plan.

College Funding Beyond 529 Plans - Mathis Wealth Management Higher education costs are rising. Explore creative methods for handling college funding and other education costs beyond traditional 529 plans.

These days, online safety and digital security is top-of-mind, but it’s also important to secure and organize certain hard-copy records and documents. Financial Advisor Brock Redondo provides a helpful reference.

Financial Spring Cleaning: What to Keep, Shred, or Digitize - Mathis Wealth Management Online safety and digital security is top-of-mind, but it’s also important to secure and organize certain hard-copy records and documents.

Especially for small business owners with a majority of their net worth tied up in the company, having in place a multi-year plan leading up to and continuing after the sale can help to ensure a transaction that meets the needs of the seller, the buyer, the ongoing enterprise, and its customers and stakeholders.

Prepare to Sell Your Business: A Multi-Year Roadmap - Mathis Wealth Management Learn about the tax, valuation, and succession steps business owners should take in the years before selling a business.

Digital organization is crucial for strengthening your financial plan. When your important documents, passwords, account information, and estate planning materials are organized and accessible, you reduce stress during emergencies and make it easier for advisors to serve you well.

Create a secure digital vault for wills, trusts, insurance policies, and account statements. Share access instructions with your spouse or trusted family members. This simple step protects your family and allows your financial plan to function as intended when it matters most.

Financial Spring Cleaning: What to Keep, Shred, or Digitize - Mathis Wealth Management Online safety and digital security is top-of-mind, but it’s also important to secure and organize certain hard-copy records and documents.

Why partner with Mathis? Because you will always come first. We take your trust seriously and look for opportunities to add value through proactive planning. We see ourselves not just as guides but as invested partners in your financial journey.

We believe in seeing beyond the numbers and focusing on your life's goals. People matter, and what matters most to them is made possible by wise investments that grow over time. We take the reins so you can enjoy the ride.