We are entrepreneurs who love working alongside entrepreneurs who share a passion and desire towards taking “intelligent risk.” Owning your own business presents a unique set of wealth management challenges. These are challenges with which we are well-versed here at Madison Park Capital Advisors. Our practice is not limited to advising individuals and families, but also includes expert assistance for small and mid-sized businesses at all stages of their life cycle. We are experienced in working alongside our entrepreneurial clients and their legal, tax, and M&A advisors to help them build, preserve, and transition wealth in line with their values.
Are you in the early stages of building your business and looking for assistance with cash management, 401k/403b plans, 10b5-1 plans, and more? If so, we are here to help! We love working alongside businesses of any size, providing you with an experienced and trusted partner who allows you to focus on what you do best, while helping you to grow in line with your values and vision for your business. Learn more about Retirement Planning for Businesses.
Are you looking to transition out of your business and desire to design an exit plan that honors your values and all that you have built, while also maximizing your return and putting you on a solid path for what’s next? If so, we are here to help! As veterans of small business who are experienced in these complex and emotional transitions, we can add value to this process by being a trusted partner there to listen and advise. While many advisors are only interested in meeting you when the transaction is complete, it is our desire to walk alongside you throughout the transition so that you can set yourself on a glide path that is in line with your values and long-term financial goals.
Regardless of where you are in the life cycle of your business, we are ready and able to walk alongside you to add value to your financial picture. Contact us today to learn more! Let’s grab coffee or share a meal and see how we might be able to serve you.