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Business Planning
& Valuation

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Business Planning

The business you spent a lifetime creating is more than a source of income and savings. It’s an important part of your family's legacy and tradition.

At Confluence Capital Advisors, we understand the financial and emotional ties that come with business ownership because we have experienced them firsthand.

The Family Business: More Than a Financial Asset

Considerable effort has gone into achieving a successful business.  The preparation for a business transition, be it a sale, partial sale, or passing it on to an heir, takes substantial effort as well.   An objective source can be crucial during this emotional period, working hand-in-hand with you and looking out for your best interests. 

Business Valuation

We have written and read many hundreds of research and valuation reports on public and private companies, and our research has been referenced in the book, The Three Rules: How Exceptional Companies Think. The origins of our “Quest for Value” date back to our founder’s curiosity to understand the value drivers of his family’s fourth-generation business and how to determine its worth.  Our training stems from some of the brightest minds on Wall Street. The commitment to learn the art and science of valuation is demonstrated by obtaining the designation, Chartered Financial Analyst® (CFA®).

With valuation and business analysis expertise, we work with you from the start to optimize your outcome, with the goal of helping you to move on to the next stage of your life

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FREE CONSULTATION

Our goal is to protect your financial future and give you confidence.

OUR SERVICES

 

The Confluence Difference

You are probably wondering, why should I work with you? Or, what will be different for me and my family working with you?  Our firm is built on the principles of honesty, integrity, and objective decision-making.  From legacy planning to tax advisory and compliance, we have everything you need to simplify your life … all in one place.

As a fiduciary, we promise that you:

  • Are served with dedication, loyalty, and aspirations of building a true partnership.

  • Benefit from interests that are aligned.

  • Are recognized as unique, will be heard and understood, and will obtain a highly customized financial solution that fits you.

  • Are coordinating with a partner that believes in honesty, integrity, and objective decision-making.

  • Are not beholden to the desires of a large institution with its own sales agenda.

  • Receive expertise in complex financial analysis, valuation, and portfolio management.

  • Are Served by a firm that is proud of its investment performance track record.

  • Are advantaged by working directly with the owner of a firm.

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Why Choose Confluence

We Inspire Long-Term Financial Success

Confluence Capital Advisors is an independent firm serving Encino and Greater Los Angeles with a deep commitment to providing guidance that is free of conflicts of interest, based solely on the sum of our experience and expertise. We are committed to putting client interests first and to stewarding both wealth and well-being for those we serve. We have a singular measure of success: the results we get for our clients.

Brett Cicinelli brings over two decades of financial and analytical experience to work for clients.  He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).