A personal balance sheet review built to answer the question most advisors never ask: is the owner's financial life as optimized as the business they built? The second pillar of the KVCA, available as a separate engagement.
No cost. 15 minutes. No obligation.
Every dollar the business keeps, distributes, or reinvests is a personal wealth decision in disguise. We connect the two so they serve the same plan. The Owner Wealth Assessment examines net worth structure, asset allocation, tax exposure, and legacy risk.
Advisors usually live on one side of the wall. The CPA handles the business, the planner handles the personal side, and nobody connects them. The gaps between the two are where value quietly disappears. See our business and personal wealth alignment service and owner compensation structuring for the implementation layer.
The Keystone Value Creation Assessment™ audits your last 12 to 36 months and gives you a written summary whether you engage us or not. If there is not a clear opportunity to create value, we will tell you directly.