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Who We Help

Entrepreneurs

You poured your heart and soul into building a company—and the hard work paid off. You have watched the business become successful, with steadily expanding revenue and staff. But you have concerns. Taxes seem high, and you wonder if you can reduce them. You are beginning to think about retirement, and you need to know if you will be able to cash-flow it. Retirement also brings up the question of how best to exit your business.

We can help answer questions such as:

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How can I reduce my taxes?

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Can I depend on selling my business to fund my retirement?

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When should I start planning my exit strategy?

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How can I diversify my business wealth?

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Are my company and family safe protected against recessions?

Sprive Capital Management is a Registered Investment Advisor that helps a select group of successful entrepreneurs achieve even greater success by growing and protecting the wealth they have created. Our investment team works with you to help organize and manage your business and personal wealth. We address the full range of your concerns, including your business exit or transition plan and strategies to protect against “rainy days.”

We can help you:

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Manage the balance between business and personal wealth

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Minimize your tax burden

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Plan your exit strategy from the business

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Leverage your resources for creating financial independence

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Protect your livelihood and family against risks

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Protect your wealth and delegate complex tasks

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