Ken Demands Timely Expertise

Ken Mikitani

President and Weekend Boater

Monday through Friday, Ken leads a fast-growinig tech company with 150 employees. On the weekends, he hits the lake. He doesn’t want to have to worry about his finances while fishing.

Ken requires a financial advisor adept in helping him manage both his business and personal assets—someone who understands what’s at stake, has a true appreciation and vested interest in the success of his business, and recognizes that his personal and business assets are inextricably tied. Most of all, he wants to work with someone who gets him and shares his values and entrepreneurial spirit.

When faced with a challenge, Ken’s not interested in hearing what can’t be done. He wants to know what can be done. While he values professional advice and candor, he’s not looking for cookie-cutter solutions. He wants thoughtful, well-crafted, tax-advantaged strategies customized to his needs to help further the ambitious goals he’s established for his business and his personal life.

Ken first met with us to address a pressing challenge. He had excess income which he did not need but was paying a hefty income tax on. We ran an analysis to show how funding a cash balance plan could defer his income into a tax-advantaged program customized around his company demographics.

Since then, we’ve worked with Ken to develop comprehensive business continuity and exit planning strategies aimed at helping him maximize business value now and when he’s ready to sell, so he can spend even more time fishing, boating, and doing the things he loves with family and friends.

Find out why exit planning is business planning and how working with a Certified Exit Planning Advisor (CEPA) can help you remain on track toward your important business and financial goals.