A typical financial advisor provides advice in one area of your money, like investments, but often doesn’t have significant expertise, experience, credentials, or technology to support other areas of your finances like business valuation, tax strategies, real estate development, banking solutions, passive income, employee incentive strategies, private equity, etc.
An Abri Personal CFO has expertise, experience, credentials, and technology to provide advice in all six major areas of your finances (taxes, business ownership, real estate, investments, insurance, and legal planning) that a lot of other “advisors” aren’t even legally allowed to do.
The key benefit, for you as a business owner, is that you can get far more comprehensive advice and support with a Personal CFO than just a normal financial advisor, but the cost for either can be the same. So you can often get MUCH more for your money with a Personal CFO!