Business Planning

Mitchell Fenimore, MBA, leads our Business Planning practice working with our advisors to fully define and leverage the intersection between Business Planning and personal Financial Planning. Whether you are considering selling your business in the future or passing it on to the next generation, it is never too soon to start the planning process. Mitch works with business owners to help them define their objectives, prepare the business for success, and then help guide them through the sale process.

As part of the close and post-close, Mitch will bring in one of our advisors to work in partnership with you to determine how to handle the proceeds from the sale, including but not limited to:

• Wealth diversification

• Tax planning

• Charitable giving

• Estate planning

River Wealth Advisors is neither a law firm or an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit River Wealth Advisors (“RWA’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. RWA will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.