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Women in Investing: How to Take Charge of Your Financial Future

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Business Owners

Small business owners have distinct challenges during formation, growth, and exit. Here’s how we developed a long-term strategy to benefit an owner and her employees.

Opportunity

A new owner of a regional childcare provider came to us with strategic business issues. She wanted to know how to manage the stages of her business: startup, expansion, and exit planning. She also wanted to evaluate retirement offerings for herself and her employees.

Solution

During her business’s inception, we helped strategically select the optimal business structure, establish a group retirement plan, and manage corporate and individual tax planning. We explored real estate expansion possibilities. As her business flourished, we continued to provide guidance on managing surplus cash.

Outcome

Our client is now a knowledgeable and secure business owner with a documented financial plan to help grow her business, benefit her team, and provide personal financial security.

Next Steps

Learn how Greenwood Capital’s comprehensive and personal approach can help you achieve your unique wealth goals with both your personal and business life in mind.

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Request a Meeting

Every investor has a unique story. Your challenges and results may differ. If you would like to request a consultation meeting to discuss your situation with one of our consultants, you may request a meeting here.

This example is inspired by real client scenarios; however, personal details and specific circumstances have been altered to protect client privacy. These examples are for illustrative purposes only and should not be viewed as testimonials or endorsements of our services. Recommendations were tailored to each client’s unique circumstances based on personal information gathered at the time. Due to varying circumstances, the individuals referenced may no longer be clients. Clients are not required to implement recommendations: outcomes will vary based on individual circumstances and whether recommendations are followed.

Melissa D. Bane

CPA, CFP®, PFS®, ChFC
Senior Client Private Advisor

John W. Cooper

CFP®
Senior Private Client Advisor

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Greenwood Capital

Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.

Greenville Office

201 W. McBee Avenue
Suite 300
Greenville, SC 29601
864.335.2425

Greenwood Office

425 Main Street
Suite 100
Greenwood, SC 29646
864.941.4049

Greenwood Capital Associates, LLC is an SEC-registered investment advisory firm. Before 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI), established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back to 2001.

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