Entrepreneurs & business owners



It takes a special type of person to start and own a business. Long hours, financial commitments and last in line to get a paycheck.

However, you can build significant wealth through building the enterprise value of your business and by investing in your retirement plans.

Is your current planner an entrepreneur or an employee? Moondance Investment Advisors LLC  is owned by entrepreneurs who started the practice and know the many responsibilities a business owner has.

Let us help by using our experience and business connections. We strive to be your valued advisor along with your tax and legal professionals.

Utilize our experience to:

Set goals to build the business venture for maximum value.

Plan to maximize the exit planning scenario whether through sale or ESOP (sale to employees).

  • Do you sell 100% or a traunch of shares to a private equity company or go public?
  • What will your EBITA sale multiple be depending on the buyer?
  • Do you leverage the venture to generate cash for the owners while maintaining control?

 Our business services include:

  • Consultation on Business Sales Strategies and Valuations.
  • 401K plans, Pension Plans.
  • Asset protection strategies (titling of assets, state of domicile).
  • Risk Management & insurance review.
  • Review of business lending.  

You have taken the risk and responsibility of business ownership. Let us assist you in reaping the rewards.