Book Your Complimentary Assessment
Your financial journey deserves a clear path forward. In this complimentary assessment, we’ll walk you through our 4-step process—Discover, Design, Implement, and Maintain.
We Serve Best...
While we serve many types of families and individuals, our process is especially well-suited for business owners preparing for a transition that are looking for personal guidance. If this sounds like you, you’re in the right place.
Business Owners Nearing an Exit
We specialize in guiding owners preparing to sell their business within the next three to five years.
Age 55+ With $5M+ Businesses
Our experience lies in helping owners in this stage maximize value, plan their exit, and preserve their legacy.
Families Looking for Clarity
We support spouses, adult children, and families who want financial stability and long-term planning.
Take the First Step Confidently
The first step in our process is all about discovery—getting to know you and your goals. From there, we’ll design a clear path forward and walk with you every step of the way.
Discovery
We listen first—learning about your business, family, and personal goals to understand what matters to you.
Design
We model your current strategy and calculate your “golden number”—the amount needed to help achieve your financial goals and long-term plans.
Implement
We put the plan into action, handling the details and coordinating with expert partners so there's nothing left to chance.
Serve
We stay by your side with ongoing business consulting and private wealth advisory to help keep your plan working long after the exit.
At the end of the process, we’ll just ask you to think it over. We’re here for long-term relationships, not quick wins. And if we’re not the right fit, we’ll happily connect you with someone who is—no pressure, no hard sell.
Take The First Step Today
Start with a complimentary assessment and see how our 4-step process helps business owners and families move forward with clarity and confidence—stress and pressure free.
Got a Few Questions?
It’s normal to have questions. That’s why we’ve answered some of the most common ones business owners and families ask us—so you can feel confident moving forward.
Are McCall Wealth Advisors Fiduciaries?
Yes. Our team sits under the Raymond James umbrella as investment advisors. We are bound to the rules and regulations of FINRA and the SEC. In addition, many of our advisors are CERTIFIED FINANCIAL PLANNERS®. We follow a fiduciary standard throughout the financial planning engagement. You can read more about the CFP ethics standard here.
Who Will We Be Working With?
You’ll be paired with a dedicated lead advisor who follows McCall Wealth Advisors’ Cornerstone Process while bringing their own perspective and expertise to your exit journey. Behind them is a full support team, so you never have to re-explain your goals.
What Happens After I Sell My Business?
Your exit is just the beginning of a new chapter. We guide you through managing liquidity, reducing taxes, preserving your legacy, and creating an investment plan that supports your long-term goals and lifestyle.
What Services do You Offer?
Our services include:
- Investment Management
- Charitable Solutions
- Private Wealth Planning
- Business Owner Planning
- Education Planning
- Estate, Philanthropy & Trust Services
- Risk Management
Do You Work With My Professionals?
Exiting a business involves attorneys, accountants, bankers, and more. We collaborate closely with your existing advisors—or connect you with our network of trusted professionals—to create a seamless and coordinated exit strategy.
Do You Align My Exit With My Goals?
We believe a successful exit isn’t just about the sale price—it’s about what comes next. Through our Cornerstone Process, we connect your business transition to your personal values, lifestyle, and legacy goals so your exit creates the future you envision.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Book a Complimentary Assessment
In a short, no-obligation call, we’ll listen to your goals, understand where you are, and outline simple next steps—whether you’re planning an exit or building family wealth.
