I'm a small business owner.

empowering growth

Financial strategies for your venture.

Running a business comes with unique financial challenges and opportunities. At Crescendo Wealth Management, we specialize in helping small and mid-size business owners navigate these complexities with tailored financial strategies.

Get in touch.
how we work

Tailored to your business needs.

At Crescendo Wealth Management, we understand the unique challenges business owners face. Betty Wellhoefer Hill, CFP®, CEPA®, is not only a business owner herself but also grew up in an entrepreneurial environment on a dairy farm. With years of experience as a small business lender during her banking career and through her Certified Exit Planning Advisors (CEPA®) training, Betty is uniquely positioned to help business owners make wise financial decisions. Our tailored services provide strategic guidance to protect and grow both your business and personal finances, ensuring long-term success and stability.

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succession planning
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Cash flow management
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Business valuation PLanning
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Tax planning strategies
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Risk management
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insurance planning
Get in touch.

Have more questions?

  • What retirement plans are available for small business owners?

    There are several options, including SEP IRAs, SIMPLE IRAs, and solo 401(k) plans. We help you choose the best plan based on your business size, income, and retirement goals.

  • How can I plan for the succession of my business?

    We work with you to develop a comprehensive succession plan that includes choosing a successor, valuing your business, and creating a timeline to ensure a smooth transition.

  • What strategies can help manage my business's cash flow effectively?

    We provide strategies such as budgeting, forecasting, and cash flow analysis to help you manage your business finances more effectively, ensuring you have the liquidity needed for growth and operations.