Keven Prather

Keven Prather

Keven Prather specializes in serving the complex needs of business owners through Financial Planning and Business Transition/Exit Planning. Using a Total Wealth Planning approach, Keven’s objective is to turn complex problems into actionable, understandable and manageable steps, by collaborating with business owners, their family, and strategic partners.” Keven can be reached at (216) 592-7314 or and investment advisory services offered through qualified registered representatives of MML Investors Services LLC. Member SIPC. TransitioNext AdvisorsTM is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. Supervisory Office: 2012 West 25th Street Suite 900 Cleveland OH 44113. 216.621.5680. This report is intended to be used for informational purposes only. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CEG Worldwide LLC. is not a subsidiary or affiliates of MML Investors Services LLC or its affiliated companies.VFO Inner Circle Special Report By Russ Alan Prince and John J. Bowen Jr.©Copyright 2018 by AES Nation LLC. All rights reserved.This report is reprinted with permission from VFO Inner Circle.Unless otherwise noted the source for all data cited regarding financial advisors in this report is CEG Worldwide LLC. The source for all data cited regarding business owners and other professionals is AES Nation LLC."

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Building Value Outside the Business

1. Know Your Business’ Real Value 2. Diversify Investments 3. Minimize Taxes

Originally published Published: 03.27.24 Author By Keven Prather

Four Ways to Ease the Tax Bite When Selling Your Business

There’s always some pain when selling your business, but Prather helps make the transition easier.

Originally published Published: 02.04.24 Author By Keven Prather

Is a Family Transfer Right for Your Business?

An overview of the pros and cons of a family transfer for HVAC business owners. In this installment, Prather also offers alternative options.

Originally published Published: 01.04.24 Author By Keven Prather

4 Improvements That Can Position Owners for Greater Success

Ensure a successful succession plan by improving your business now.

Originally published Updated: 12.01.23 Author By Keven Prather

Why Planning Now Beats Planning Procrastination

Succession planning starts years before you plan to leave your company.

Originally published Published: 11.03.23 Author By Keven Prather

How Your Employees' Motivations Can Affect Your Business Planning

Incentivize employees to support your business with creative succession planning. Motivate them with vesting plans, incentives, and more.

Originally published Published: 10.01.23 Author By Keven Prather

The Urgency of Planning & Realistic Timelines

The importance of contingency plans in business success

Originally published Published: 09.01.23 Author By Keven Prather

Preparing Employees for Ownership Strengthens Business

Strength the core foundation of your business and prepare your employees for succession and an ownership stake.

Originally published Published: 08.01.23 Author By Keven Prather

Building an Advisor Team That Works for You (Not Against Each Other)

Prather shares expert advice on how to choose a team that supports your needs.

Originally published Published: 07.01.23 Author By Keven Prather

What’s the Point of Asset Protection?

This installment delves into asset protection and why it’s vital for any business owner.

Originally published Published: 05.01.23 Author By Keven Prather

Don't Let Your Key Employees Jump Ship

Prather explains how to keep your best employees to enhance your company’s legacy.

Originally published Published: 04.01.23 Author By Keven Prather

4 Reasons Why Planning the Future Isn’t DIY

The four most important elements to understand when planning for the future of your business

Originally published Published: 03.01.23 Author By Keven Prather

Business Transition In Focus

Prather advises on business transition and how to prepare for transition both planned for and unexpected

Originally published Published: 02.01.23 Author By Keven Prather

5 Aspects of Strong Goals and the Consequences of Missing Them

Setting goals is a catalyst for success, especially if you’re planning for the future of your ownership and the success of your business

Originally published Published: 01.01.23 Author By Keven Prather