We help business owners grow their companies
and manage their wealth
As a business owner, you devote a tremendous amount of time building and running your company – developing a competitive brand, hiring and retaining high-quality staff and key employees, maximizing cash flow, sustaining attractive employee benefits, protecting assets and managing risk, and much more.
You may have several advisors – CPAs, investment advisors, estate attorneys and others – helping you manage various aspects of your business and personal wealth. Do your advisors communicate efficiently as part of a cohesive team? Are your assets working as hard as they could? Could your company run more efficiently? Do you have a plan for exiting your business?
We understand your world, because we run a business ourselves. Like you, we spend a great deal of time on strategic planning, business-building and everyday operations. We juggle the demands of our business and family, and work to achieve balance in our professional and personal lives.
At Zeller Kern, our practical, real-world expertise helps business owners and company officers grow and protect the value of their companies. We work closely with them to build and manage their wealth, exit their businesses successfully, assure the well being of their families, and realize their dreams.
We invite you to explore the possibilities
To learn how we can help your business and begin a collaborative relationship to build and preserve your wealth, call us at (916) 436-8270, or email us at firstname.lastname@example.org.