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Small Business Owners
Your business and your wealth aren’t separate. Stop planning like they are.
Your business may be your largest asset. But most plans treat your personal finances and your business as if they have nothing to do with each other. TMG helps you understand your business value, identify opportunities, and connect the decisions you make in the business to the rest of your financial plan to support long-term goals.

Get a second opinion on your financial plan.
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You don’t need another specialist. 

You need a cohesive strategy.

When you juggle multiple providers, decisions get made in isolation—and the connections between them, the ones that actually matter, get missed. At TMG, we offer personalized service backed by a dedicated team of experts in business value, tax strategy, investments, and estate planning. And all of them work from the same plan, instead of five separate ones.

Multiple advisors, zero coordination.

Your business valuation exists in a vacuum
Your CPA does your taxes in a silo
Your M&A advisor shows up once, at the deal
Your RIA never even sees the business
Your attorney handles the estate separately

One coordinated team with one plan.

Business valuation that shapes your entire wealth plan
Tax strategy that understands the whole picture
Exit and legacy planning begins years before the deal
Investment management built around your business
Estate planning coordinated with your business and taxes
You don’t get one advisor. You get The Mather Group.
Meet our team

Go from "what's it worth" to a real
roadmap in 12 weeks.

Most planning drags on with no clear endpoint. At TMG, we approach your business and personal finances with a focused, three-stage process, ending with a plan you can actually act on. All in 90 days.

Discovery
Weeks 1-4
The first month is about understanding your business, your goals, and what a successful future looks like for you and your family.
Analysis
Weeks 5-8
We run the business and personal sides of your finances side by side, looking at value, tax strategy, and estate planning together.
Strategy
Weeks 9-12
In the final phase, we connect the business and personal analysis into a single strategy, and a roadmap for what comes next.
Podcast
The business moves that matter, explained monthly.
Smart Business Moves is a new podcast covering the things that matter most to owners—business value, tax strategy, succession, building wealth beyond the company, and more. Tune in every month for the latest insights.

Discover more insights from TMG.

Start with a free financial consultation.