Midwest Capital Advisors specializes in the financial planning needs of Chicago-area business owners, providing an integrated service that bridges personal and corporate financial strategy. The firm understands that for most entrepreneurs, the business is the financial plan, and they help clients diversify away from that dependency systematically over time. Services span from entity structure optimization and buy-sell agreement planning to personal wealth building outside the business.
Midwest Capital helped me realize I had 90% of my net worth tied up in my business with no exit plan. Within a year we had a buy-sell agreement, key person insurance, and a growing personal investment account. Life-changing advice.
The business valuation work they did was extremely thorough and gave us a realistic picture of what our company is worth. That number then drove all of our personal planning decisions. Very practical approach.
Our partnership had no buy-sell agreement and we had been running that risk for years. Midwest Capital fixed that and completely restructured how we pay ourselves to minimize tax. Should have done this years ago.