Isaac Cohen, CEPA, CPFA

I help entrepreneurs unlock their personal wealth, regain control of the work/life balance, help improve the attractiveness of the business, and making it a “sale-ready” business using the values acceleration methodology and tax efficient wealth management.How we do it: I support our clients in three main areas-- business benefits planning, personal financial planning, and business succession/exit planning.Why We’re different: Over the last 20 years I’ve helped create, build, enhance, and sell businesses. I help High-Net-Worth (HNW) families crystallize their planning goals for all stages of life and tailor a plan that best fits their needs.Why it works: My benefits practice is designed to support the retention and recruitment of top talent. I tailor solutions to focus on the needs of your team while protecting your businesses bottom line.My personal financial planning practice is designed to optimize your financial potential. I provide a unique opportunity for individuals, business owners and HNW families to have an independent review of their financial strategy. My “goals-based” planning approach allows me to test your financial plan in a variety of scenarios and offer alternative planning solutions to reach your goals. I offer estate planning designed to help transition what you want, to whom you want, how you want, with the fewest limitations or taxes.My business succession/exit planning practice helps owners and highly valued executives with significant company stock, plan their next steps with confidence. I start planning for your personal financial satisfaction and transition to planning the exit itself. This process can increase the value of the business, simplify the transition, and avoid unwanted friction.Imagine This: Being a business owner, entrepreneur, or HNW family can be challenging but, it doesn't have to be. It is my life’s passion to simplify financial matters. First, I understand what is most important to you, how it impacts your finances, and define steps to maximize your wealth, including an assessment of your business(es).Even well-established, successful businesses benefit from an analysis. My goal is to afford you more YOU time, and to make your business more attractive to sell. It’s critical to develop a business exit plan because most business owners have 80% of their net worth in the business. Surprisingly, 80% of businesses never sell, losing a significant part of their net worth. The structured value acceleration process can provide significant growth, manageable timelines, and lead to a potential sale.