Running a successful construction business requires strategic planning, not only for the company but for your personal financial future as well. At Maven Group Investment Strategies, we specialize in providing tailored financial planning and investment management for construction company founders. Whether you’re looking to optimize your current operations, shelter more income from taxes, or plan for an exit strategy, our team can help you strive to achieve your goals.
Why Work with a Financial Advisor Specializing in Construction Businesses?
Founders of construction companies face unique challenges—from managing cash flow and payroll taxes to navigating workers’ compensation insurance. We understand the construction industry’s complexities and can create strategies to help you streamline operations, reduce tax burdens, and plan for long-term success.
Here’s how we can support you and your business:
Business & Personal Financial Planning
Balancing the needs of your business and your personal financial goals is key. We offer comprehensive financial planning that integrates both:
- Business Planning: Strive to optimize cash flow, forecast future growth, and manage your capital needs with a strategic approach.
- Personal Financial Management: Build a plan that aligns with your personal goals for retirement, wealth accumulation, and legacy.
Exit Strategy & Succession Planning
Planning your exit from the business—whether through succession or sale—requires foresight and preparation. We’ll work with you to:
- Seek to Enhance Business Value: Increase operational efficiency and enhance your financial health to make your company attractive to buyers.
- Succession Planning: Develop a seamless transition plan that keeps your business running smoothly while you step back.
- Wealth Transfer: Strive for personal wealth to be preserved and transferred in the most tax-efficient way possible.
Tax Strategies for Construction Companies
Construction companies working on prevailing wage jobs face specific challenges when it comes to taxes and payroll. We offer solutions to help shelter more income and reduce financial burdens:
- Prevailing Wage Tax Shelter: Create tax-efficient retirement plans that allow you to shelter more income, reducing taxable wages for yourself and your employees.
- Lower Payroll & Workers’ Compensation: Implement strategies that minimize payroll costs while reducing workers’ compensation premiums. These can have a significant impact on your company’s bottom line.
Complimentary Review
Take the next step in seeking to capture both your business and personal financial future. Contact Maven Group Investment Strategies for a complimentary consultation and portfolio review. We specialize in working with construction company founders in Orange County and San Diego, while striving to help you build a stronger financial foundation today while planning for tomorrow’s success.