We believe financial planning is essential to the long-term stability and profitability of your business. It protects the personal wealth, family priorities, and future plans connected to it.
Toberman Becker Wealth helps business owners coordinate their personal and business finances, prepare for uncertainty, and create a clear path toward retirement, succession, or an eventual sale.
Your business may provide your income, support your family, fund your retirement, and represent a significant portion of your net worth. This makes financial decisions involving the company deeply personal.
A coordinated financial plan can help you:
Regular reviews of your financial statements, cash flow, and available resources can reveal concerns and support more informed business decisions.
Hiring, firing, expansion, pivoting – stability is based on planning, and your business's financial well-being impacts the plans you can make.
Coordination with attorneys, accountants, and other specialists helps address tax considerations, estate planning, financial risks, and unexpected disruptions.
Starting early provides more time to establish a transition timeline, understand the company’s value, prepare future leaders, and determine how ownership will transfer.
A coordinated retirement strategy considers what you may need, how much could come from the business, and how to build personal wealth outside the company.
Whether you plan to transfer the business to family, sell to employees or partners, or pursue an outside buyer, thoughtful planning can prepare your company and personal finances for what comes next.
We help your business develop strategies for stability and growth, including defining short and long-term goals for your family business.
Hiring, firing, expansion, pivoting – stability is based on planning, and your business's financial well-being impacts the plans you can make.
Coordination with attorneys, accountants, and other specialists helps address tax considerations, estate planning, financial risks, and unexpected disruptions.
A coordinated retirement strategy considers what you may need, how much could come from the business, and how to build personal wealth outside the company.
Starting early provides more time to establish a transition timeline, understand the company’s value, prepare future leaders, and determine how ownership will transfer.
Whether you plan to transfer the business to family, sell to employees or partners, or pursue an outside buyer, thoughtful planning can prepare your company and personal finances for what comes next.
A 30-60 minute call where we learn about your business and personal objectives.
Toberman Becker Wealth builds a plan for our clients that reverse engineers the future you want for your family and your employees.
Engage in ongoing financial planning and wealth management, where your goals are the priority
Protect What You’ve Built With a Step-By-Step Plan
The Five-Year-Plan: A Clear Path to Family Business Succession is your comprehensive guide to a smooth succession, retirement preparation, and the preservation of your family’s legacy.
Financial planning is an ongoing process that should evolve with your company. A coordinated strategy can help you protect what you have built, pursue new opportunities, prepare for uncertainty, and approach an eventual transition with greater confidence.
Toberman Becker Wealth can help you create a plan that supports your business, your family, and the future you are working toward.
Toberman Becker Wealth was built from the ground up with the goal of delivering a concierge-level of service. This allows us to invest in your future success. We avoid institutionalized sales quotas, legacy processes and secondary agendas. Partners Craig Toberman and Michael Becker both grew up in and attended school in the St. Louis region. They strive to help others here grow their wealth and the wealth of this community.
Craig Toberman holds a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Michael Becker earned a Bachelor of Science degree in Finance and Banking from the University of Missouri – Columbia. Additionally, he holds designations as a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP®).
Mike Holtz earned a Bachelor of Arts degree in Finance from Illinois Wesleyan University. Additionally, he holds the Certified Financial Planner (CFP®) designation.
Toberman Becker Wealth was built from the ground up with the goal of delivering a concierge-level of service. This allows us to invest in your future success. We avoid institutionalized sales quotas, legacy processes and secondary agendas. Partners Craig Toberman and Michael Becker both grew up in and attended school in the St. Louis region. They strive to help others here grow their wealth and the wealth of this community.
Craig Toberman holds a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Michael Becker earned a Bachelor of Science degree in Finance and Banking from the University of Missouri – Columbia. Additionally, he holds designations as a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP®).
Mike Holtz earned a Bachelor of Arts degree in Finance from Illinois Wesleyan University. Additionally, he holds the Certified Financial Planner (CFP®) designation.
We plan far in advance. We lean on open communication and organization. We liaise between all parties. We encourage and facilitate hard conversations. We actively work on the business and show all stakeholders that we want what’s best for the business.
We primarily work with clients in Missouri and Illinois, but can work with clients all over the United States.
We welcome you to visit this link and click Part 2 Brochures to learn more about Toberman Becker Wealth.
