4030 Smith Rd., Suite 200, Cincinnati, OH 45209

Read along as we share ways you can convert high income into last wealth. The Financial Incline will share our guidance through articles, blog posts, videos and interviews. I work closely with business owners and high earning young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. 

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04 Oct: Non-Financial Metrics that a Business Owner should Consider?

While financial metrics are crucial for assessing a company’s performance, business owners should not overlook the value of non-financial metrics….

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27 Sep: What is a Safe Harbor 401(k) Plan?

A 401(k) plan is a popular retirement savings vehicle, but many employers encounter challenges related to nondiscrimination testing and the…

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20 Sep: Private Equity Firms: Criteria for companies they may invest in

Private equity firms are investment firms that pool capital from investors to acquire and invest in various companies. When it…

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13 Sep: What is a Business Rollup Strategy?

In the dynamic landscape of business, growth and consolidation are constant pursuits for companies seeking to expand their market presence…

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07 Sep: Profit Margins in Service-Based Businesses

Profit margins are a crucial element of running a successful service-based business. Determining optimal profit margins is essential for financial…

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29 Aug: Using an Investment Thesis to Purchase a Business

Purchasing a business is a significant financial decision that requires careful consideration and strategic planning. To ensure a successful acquisition,…

Family-Owned Business
23 Aug: Benefits of Family Owned Businesses

Family-owned businesses hold a unique place in the business world, combining the strength of family bonds with entrepreneurial spirit. These…

Credit
16 Aug: How to Establish a Line of Credit for Your Company

Establishing a line of credit is a valuable financing tool for businesses. It provides flexibility and quick access to funds…