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The $mart solution for your business

What Tivaldi can do for YOU and YOUR BUSINESS

We offer a wide range of consulting services and expertise to help grow your business. We partner with our clients - whether a new business or one that has been around for years - to focus on their needs, while producing new ideas, developing effective strategies, and designing high quality and scalable solutions.

Our goal is to improve your business and household so we provide succession plan reviews that include estate plan reviews to make sure your generational wealth is protected.

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​​Tivaldi shares a strategy that provides insight into how to maximize your CAPITAL
to make part or all of it TAX-FREE!


Book a free consultation so we can complete a


Discovery meeting
 

to start reviewing ways to improve your
SUCCESSION PLAN.

Tivaldi is a premier firm to provide better financial solutions to business owners, so they keep more of what they work so hard to earn that ultimately creates REAL WEALTH!

Analyzing Graphs

We are Leaders in SUCCESSION PLANS

Have you or your advisors reviewed the following questions?

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  • Has your business value been appraised by an outside source in the last three years?

  • Do you have a formal FUNDED Buy-Sell agreement?

  • Has your Buy-Sell been reviewed in the last three years?

  • Without a properly FUNDED Buy-Sell, do you or your partner(s) want to be in business with an heir that has no knowledge of the business?

  • Do you have a trust/estate plan?

  • Are your assets protected from litigation?

  • Will your key staff remain if something happens to you?

  • Do you have a FORMAL succession plan?

  • Do your staff, family, and advisors know each other and know who will run the company if something were to happen to you?

  • Do you have a planned retirement date and enough retirement income?

  • Are you ultimately selling the business or retaining control?

  • Will your family succeed you or will key staff purchase the business?

  • Do you rely solely on your business for income?

  • Do your retirement assets have a guaranteed return?

  • Have you spent enough time preparing for retirement and has a professional reviewed your retirement plan?

  • Are you planning for the new tax laws?

  • Do you have a Financial Coach(es) working with you?

  • Will your retirement income be TAX FREE?

  • Do you have a FORMAL written exit plan?

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