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Investably LLC Focuses On Helping Women, Families, & Entrepreneurs Build Wealth And Transition Into Retirement

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Below is our recent interview with Michelle Gordon, Founder & CEO at Investably LLC:

Q: Could you provide our readers with a brief introduction to your company?

A: Investably LLC is an independent registered investment advisory firm, based in Bethesda Maryland with virtual services. Our focus is on helping women, families, & entrepreneurs build wealth and transition into retirement so they can stop worrying, enjoy their lives, and retire confidently. In an industry where just 2% of assets are managed by woman and minorities, Investably LLC is founded by a minority woman with 15+ years of financial experience. Our services include investment management and ongoing financial planning.

Q: Any highlights on your recent announcement?

A: With a focus on helping clients better prepare for their retirement, we understand that small business owners may have a different financial roadmap than a salaried employee. In many cases, selling their business is one of their main path, if not the only path towards retirement. According to The Business Journals, 98% of people do not know their business worth, yet 78% of business owners according to …. is expecting to use their business to fund their future.

So I wanted to be able to offer in-house business valuations for our clients, powered by BizEquity’s leading technology, to provide better analysis and planning for our clients. While this is available to all business owners I may work with, I am focusing on women because of the unique challenges that women generally race on the subject of retirement. Women may experience:

  • Wealth gap resulting in lower retirement savings
  • Loss or reduced income due to caregiving
  • More student loan debt
  • Living longer and potentially outliving their assets
  • Lack of equal pay
  • Lack of access to capital in funding their businesses

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Q: Can you give us more insights into your offering?

A: The business valuation report includes four business valuation estimates, including what each estimate represents, how they’re calculated and when they should be used:

  • Asset Value
  • Equity Value
  • Enterprise Value
  • Liquidation Value

A business valuation is can be helpful in the following situations:

  • Retirement Planning
  • Business Sale/Exit
  • Succession Planning
  • Legal/Tax Planning
  • Insurance Coverage
  • Business Expansion
  • Family Protection
  • Annual Financial Planning

The business valuation is a valud-add for our ongoing financial planning and investment management clients that are business owners. However, we will also make this available as a standalone as well to help create greater awareness for business owners.

Q: What can we expect from your company in next 6 months? What are your plans?

A: Our goal is to:

  • Raise awareness for small business owners of the value of planning for their retirement so we are making the business valuation available as a stand-alone option this year.
  • Create allyship with organizations that may be advocating or supporting small business owners.
  • Support more women or minority small business owners in understanding what their business and worth and put a retirement income plan strategy in place.
  • Further serve small business owners with creating retirement plans for their business employees to support their retirement readiness.

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Q: What is the best thing about your company that people might not know about?

A: While our key focus is on preparing clients towards retirement readiness, we are a full-service firm and have created a client experience that helps us serve clients across all life stages, from early in professional career and family formation to high-net-worth years interested in tax and estate planning. Our focus is on working holistically and having deep long-term client relationship with a handful of clients rather than hundreds of clients. Our plan is to stop taking on new clients once we reach a targeted capacity. We want to maintain a low client to advisor ratio and focus on deep fiduciary client relationships.

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