Incline Wealth Advisors

09/18/2026

We had an incredible time hosting our Business Owner Tax Reduction Dinner!

Thank you to everyone who came out to connect, learn, and discuss actionable tax reduction and financial planning strategies for business owners.

If you weren’t able to attend but want to learn more about how proactive financial planning can support your business, visit us at incline-wealth.com!

09/11/2026

POV: You’re a business owner and just found out you might be leaving money on the table 👀💸

Let’s talk tax reduction strategies.

🍽️ Dinner
🥂 Drinks
💡 Real strategies for business owners
📅 September 17

Come learn how to be more intentional with your taxes, before tax season forces you to think about them.

Spots are limited. RSVP today -> https://taxreductionseminar.rsvpify.com/

09/11/2026

💰 Are you overpaying the IRS without realizing it?

Business owners have more tax-planning opportunities than they may realize—but the key is knowing what strategies to use before tax season arrives.

Join Incline Wealth Advisors for a FREE dinner focused on Tax Reduction Strategies for Business Owners and learn about strategies involving:

• Compensation & distributions
• Retirement plan options
• Business entity structure
• Exit & succession planning
• Proactive, year-round tax planning
• Coordinating your business, investment, and tax strategies

📅 September 17, 2026
📍 Kreimer’s Bier Haus | Cincinnati, OH
🕠 Doors open at 5:30 PM
🍽️ Dinner & presentation: 6:00–7:00 PM
🎟️ Free — dinner and drinks included

Seating is limited, so reserve your spot today!

👉 Read the full blog and learn what you could be missing: https://incline-wealth.com/2026/09/tax-reduction-strategies-business-owners-dinner/

Join Incline Wealth Advisors on September 17 at Kreimer’s Bier Haus for a free dinner on tax strategies for Cincinnati business owners. Reserve your seat.

09/08/2026

Owners usually start exit planning too late. Here's the timeline I actually see work.

Most business owners think about their exit the year they want to leave. By then, the biggest value-driving decisions are already off the table. I've seen the difference a real runway makes, five years out is when you clean up financials and reduce owner-dependency, three years out is when you address any leadership gaps and start positioning for the right buyer or successor, and inside twelve months you're finalizing structure and having the harder conversations about timing and price. Owners who start at the twelve-month mark end up making rushed decisions instead of good ones.

If you're even thinking about an exit or transition five-plus years out, that's not too early to start planning, it's the ideal window. The earlier you build the plan, the more options you have when the time comes. If you want to talk through where you'd land on that timeline, I'd be glad to have that conversation.

09/03/2026

A private equity firm wants to buy your business. Sounds like a great opportunity—but what happens after you say yes?

From cash vs. rollover equity to earnouts, taxes, and your role after the sale, there’s a lot more to consider than the purchase price.

Read our latest guide for business owners considering a PE offer. Link in Comments.

09/19/2025

For months we’ve been talking about the possibility of rate cuts — and as of Wednesday, they are here.I’m grateful for the opportunity to once again be featured on WCPO’s Don’t Waste Your Money segment with Taylor Nimmo to share what this could mean for consumers. Lower borrowing costs, reduced savings yields, and potential shifts in the housing market are all on the table.The key takeaway: start preparing now by reviewing your credit, building savings, and keeping a close eye on mortgage rates. WCPO 9

01/09/2024

I am thrilled to announce that Eric Toepfer, CFP® has joined Incline Wealth Advisors as a Wealth Advisor.

Eric brings a vast amount of experience in investment management and financial planning to his clients and clients of the firm. He will be helping his clients meet their financial goals and priorities to achieve financial freedom. Eric is excited to be working as a fiduciary for his clients and will always act in their best interest.

Please join me in welcoming Eric Toepfer to the firm, and feel free to reach out for any financial needs you may have.

Meet the Full Team Here: https://incline-wealth.com/about-2/

06/02/2023

Good Financial Reads: Learn how to prepare for a small business loan, value your business, fund long-term care, and manage your mindset for success.

05/31/2023

May Newsletter -

Since the collapse of Silicon Valley Bank back in March, people have been concerned about the safety of their cash. Read along as we briefly discuss what happened and ways you can protect your account from a bank run. https://incline-wealth.com/2023/05/bank-collapse/

04/28/2023

April Newsletter -

Since the pandemic many people have begun working from home and have a home office.  If you are one of those people who work from home, you could be eligible for a home office deduction on your taxes. Listen along to learn more about how you can take advantage of this deduction when filing your ta...