Cash Flow Modeling for Business Owners: US Webinar

In this video, we explore how to use Voyant’s new optional model to seamlessly incorporate business ownership into your clients’ financial plans. Whether your client owns an LLC, C-Corp, S-Corp, Sole Proprietorship, or LLP, this feature allows you to reflect the cash flow realities of their business with clarity and precision. You’ll learn how to: Model inflows such as salaries and dividends Account for business-related outflows Simulate the future sale of the business as part of a long-term strategy This enhanced modeling capability adds depth to your planning conversations and helps demonstrate the tangible value of your advice to business-owner clients.