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Business Owner Advisory Services

As a member of the Business Owner Advisory Group, I seek to bridge the gap between business and personal goals through the development of a comprehensive plan.

BUSINESS GOALS

  • Growing Revenue
  • Retain Key Employees
  • Risk Mitigation
  • Financial Concerns
BUSINESS OWNER PERSONAL GOALS

  • Income and Cash Flow
  • Growing Wealth
  • Risk Mitigation
  • Wealth Transfer/Charitable

The scope of our business owner advisory services include comprehensive integrated solutions to meet business and personal goals.

Business owner planning substantially expands the scope of more traditional ‘Financial Planning’.

  • Tax Strategy Planning
  • Wealth Transfer Planning
  • Charitable Planning
  • Business Planning
  • Wealth Planning
  • Family Business Continuation
  • Addressing Family Issues
  • Business Succession Planning

 

Case Study – IMA Secured Revolving Line of Credit

helocOPPORTUNITY: Request for a Revolving Line of Credit (‘RLOC’) to support broadening commercial real estate portfolio. Line is used to support individual all cash purchases which are then refinanced with mortgage or commercial financing.

PROFESSION: Entertainment/Commercial Real Estate NET WORTH: $5MM Net Worth

SOLUTION: IMA Secured RLOC

Portfolio Value: $1,762,000 (up from $1,550,000)

Advance Rate: 65%

LINE OF CREDIT: $950,000

If you have a similar case, or question, please e-mail me on ceisaac@ymail.com

Case Study – Increase to HELOC on Primary Residence (Pacific Palisades)

helocOPPORTUNITY: Having identified investment property, request to increase existing line of credit to allow for all cash purchase.

PROFESSION: Legal  NET WORTH: High

SOLUTION: INCREASE TO EXISTING HELOC

Value: $1,140,000

Mortgage: $0

LINE OF CREDIT: $750,000

CASE CLOSED MAY, 2012