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The Right Partner For Every Business

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.

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A unique approach to planning:   The Contributory aka Pre-Leveraged ESOP™!

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Tax Offsets

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.

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Business Exit and Succession

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.

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Owner Disagreement

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.

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Retaining Key Employees

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.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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