Forging Winning Solutions
CapitalSmith is a holistic business service company offering financial advice and management to California businesses great and small
Don't get stuck at the bottom.
Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.
With over 100 years of combined experience, the team at CapitalSmith has worked with owners of closely-held businesses all across the United States. Working with businesses from a variety of industries and backgrounds has cemented CapitalSmith as one of the countries leading business transition experts. Working with businesses from a variety of industries and backgrounds has cemented CapitalSmith as one of the countries leading financial management firms.
Our commitment to understanding people is what sets us apart — Our aim is to educate and empower business owners.
We’re here for you!
Curated articles, videos, and more for a more financially savvy you.
There are three ways to handle taxes: pay them, defer them, and reduce or eliminate them. The best results occur when proper planning is implemented.
Do you know how you are going to exit your business? You may have a dream of going public, selling to the highest bidder, or retiring and handing over your business legacy to your family.
Partnerships are usually formed under ideal circumstances. Over time, the aligned mission, goals, and objectives of each owner may change. CapitalSmith work with business owners and their trusted advisors to establish fair terms in the event of a dispute.
Every business operating today has key people that help it remain successful and profitable. Although most businesses insure their property and profits, few think to insure their most precious assets.
A Bucket Plan to Go with Your Bucket List