CUSTOM GUIDANCE FOR

BUSINESS OWNERS

We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

BUILD MORE THAN A BUSINESS - BUILD A LEGACY

You deserve to enjoy the fruits of your labor and those you serve deserve your business to be left in good hands. No matter the stage we have a network of professionals to assist.

Exit stage—planning for valuation, deal structure, and post-sale goals — Exit Stage

Valuation and deal structure

Plan for taxes on gains

Map post sale goals

Startup stage illustration—founder planning and setting foundations — Startup Stage

Build cash reserves and a safety net

Protect assets with the right titling and insurance

Keep personal finances aligned

Growth stage—team expanding and scaling operations — Growth Stage

Identify financing for expansion or M&A

Plan with tax awareness

Attract/retain with equity compensation

Mature & Established stage—established operations and risk review — Mature & Established Stage

Run resilience checks and stress tests

Refresh estate plans

Evaluate transfer options

YOUR STRATEGIC PARTNERS

At MissionBridge Wealth, we bring a unique blend of expertise and real-world experience to help business owners navigate every phase of their journey—from startup to succession.

(Potentially add RJ and external partners)

Matt Bosway, MBA

Benefit from the insights of a seasoned MBA professional whose career spans leading global business segments of a Fortune 500 Company to serving as President of a small business. Matt successfully guided that business to a sale-ready position and, through disciplined planning, took a one-year sabbatical before joining MissionBridge Wealth to help others achieve similar freedom and success.

Nicholas Bednarczyk, CFP®

With over 25 years of experience in financial planning and the successful launch of his own practice, Nick brings deep expertise in complex strategies that help business owners make confident, informed decisions. His ability to navigate intricate financial structures ensures your business is positioned for sustainable growth and long-term success.

Our Approach

Whether collaborating with your existing professionals or leveraging our trusted network of CPAs, attorneys, and bankers, we act as the quarterback of your financial team—coordinating strategies, simplifying complexity, and driving results so you can focus on what matters most: growing your business.

SERVICES

Business Valuations

Assess the value of your business before your next strategic move.

Retirement Benefits

Offer meaningful, competitive plans to attract and retain talent.

Risk Management

Minimize risk to optimize opportunities and maximize security.

Banking & Lending

Comprehensive cash management and lending solutions.

Investment Management

Tailored strategies aligned with your goals and constraints.

Estate Planning

Plan and protect what matters most for the next generation.