Tony Patterson CFP, Envision Wealth

10/09/2025

It's inevitable, you will leave your business someday. Planning ahead of time can help give you more control and continue increasing your net worth.

We are hosting a webinar on October 21 geared towards business owners - with an overview of Exit Planning for Business Owners, Incentive Planning (cash vs. equity), Value Drivers, Selling to Insiders, and Action Steps. We will lay out the process that results in the creation of a written Exit Plan based upon the owner’s Exit Objectives with recommendations to achieve their objectives.

https://financialguide.zoom.us/webinar/register/WN_JBilkjtbQXSRthGzJt1v8A #/registration

10/01/2025

Looking forward to speaking in November for the Small Business and Start Up Summit that Grow Cedar Valley is hosting.

I will be sharing how business owners can protect and grow their business. Also share ideas for tax reduction and employee retention.

Take a look and sign up!

Join us for our Small Business & Startup Summit!

Register now: https://members.growcedarvalley.com/events/Details/small-business-startup-summit-2025-1417210

This one-day event empowers entrepreneurs and small business owners with expert-led sessions, networking opportunities, and insights on marketing, finance, and innovation, all while connecting them with peers and industry leaders.

09/25/2025

Had a blast yesterday sponsoring a hole for the annual Grow Cedar Valley golf outing. It was fun seeing all the guesses for our “guess the pumpkin weight” and raffle off airline credit to FLY ALO. A well run event and good to see a lot of great people!

04/21/2020

While cash flow may have fallen off during the current situation, your business valuation may not be harmed as much

When it comes to business valuations, an unprecedented event might not negatively impact your business valuation as much as you're dreading.

04/16/2020

Lost opportunity on your money sitting in cash can be painful. So can paying excess taxes and cashing out of investments during stock market downturns. How do you create liquidity for uncertain and opportunistic times like these?

Tax Day is usually April 15 but this year Americans have a reprieve until July 15 due to the coronavirus. But less than half are taking the extension.

04/15/2020

It's easy to understand that retention strategies and benefits are important - but framing and communicating the benefits properly are imperative.

Hiring the right employee takes a lot of time and effort. Here are 6 employee retention strategies so you don't have to pay that cost over and over.