Our Services
What We Do For Business Owners
KinneyMunro is an independent wealth advisory firm in Wellesley, MA, serving individuals, families, and business owners. For most owners, the business is the largest asset they have. We coordinate your investments with your financial, estate, and tax planning so every part of your plan works together.
Many business owners do not know what their company is worth. We will help you understand its value, what you need from a sale, and how to prepare long before a buyer is at the table.
- Business valuation
- M&A transaction support
- A personal financial plan built around your goals
We will work alongside your CPA and attorneys on strategies designed to manage the tax impact of a sale and help transfer wealth efficiently.
- Tax planning across income, estate, business, and capital gains tax
- Trust, charitable, and gifting strategies
- Coordination with KM Circle, our multi-generational advisory approach
After a sale, we will help you build a diversified, tax-aware portfolio and review it regularly as your life changes.
- Diversification among multiple asset classes
- Direct indexing and targeted tax loss harvesting
- Ongoing review and adjustment
We can help with buy-sell agreements, stock options and 409A valuations, and ESOPs. We also have access to a CEFEX-certified Mariner team that can help design and manage employer-sponsored retirement plans.
- Buy-sell agreements
- Stock options and 409A valuations
- ESOPs and employer-sponsored retirement plans
Preparing to Sell Your Business
Thinking about selling, now or years from now? Bill Munro’s guide walks through the questions worth answering before a sale.
William “Bill” MunroCo-Founder
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Open the Guide (PDF)Frequently Asked Questions
Does KinneyMunro work with business owners?
Yes. Many business owners do not know what their company is worth, which makes it hard to build a clear financial plan. We can help with business valuation, M&A transactions, buy-sell agreements, stock options and 409A valuations, and ESOPs. We also have access to a CEFEX-certified Mariner team that can help design and manage employer-sponsored retirement plans.
Do you offer a complimentary review?
Yes. During our discovery conversation, many prospective clients ask for a complimentary review of their current financial situation, and we are happy to provide one.
Prefer to talk it through? Many clients start with a complimentary review of their current financial situation. Contact us.
DISCLOSURES
Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees. Some advisors are licensed insurance agents and may be compensated for selling insurance-related products through an affiliated or unaffiliated insurance agency.
Asset allocation, diversification and other investment strategies cannot ensure a profit or protect against loss in a declining market. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.
Tax and estate strategies should be developed with qualified tax and legal professionals, and MPS does not provide tax or legal advice.