DWM Business Planning
Holistic Business Planning That Connects Strategy and Wealth
Business owners love working with DWM — we understand that your business is your best investment. Drawing on our CPA, CFA, and CFP credentials and experience, we serve as trusted advisers to both the business and its owners, delivering holistic guidance that aligns business strategy with your personal financial goals.
Client Stories
DWM Helps COVID-Impacted Company
In 2021, we were contacted by a couple whose company had been impacted by COVID. They had just moved to Charleston, and wanted a strategic adviser that knew business and personal wealth management to help them get back on track. We worked with them and their staff on a 10-year combined business and personal financial plan focused on increasing sales and EBITDA, reducing tax and debt, and increasing cash flow. We continue to provide business planning as an ex-officio of their management team as well as on-going personal planning. The results have been excellent. We also advised them on updates to their retirement plan, executive compensation program, CPAs, insurance agents, and banking – and we provide Emerging Investor assistance to their children.
BOOT
CAMP
“Boot Camp” is an exercise we ask all our new clients to complete in order to give us a clear picture of your financial health. (We like to compare it to Mayo Clinic’s week-long “Executive Health Program,” which is designed to assess and optimize one’s overall health.) “Boot Camp” usually involves 3-5 meetings over a 4 to 8-week period.
Completing this exercise gives us a solid groundwork from which to start planning, and it’s often quite illuminating for clients!
*There is no additional cost for Boot Camp.