Turn Business Success Into Lasting Personal Wealth

Financial planning and tax strategies designed specifically for entrepreneurs to maximize their personal wealth and minimize taxes, clearly and proactively.

Start Your Strategy Session

“David and his staff are ultimate professionals. Their business and tax planning strategies have taken my financial planning to a whole new level.”

– Jack Wears ⭐⭐⭐⭐⭐

This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. 

Please see our Google page for more reviews

Many Financial Advisors Only Focus on Personal Finance—But Entrepreneurs Need More.

Most advisors focus only on personal finances—but successful entrepreneurs know business and personal finances are deeply connected. At Talley Financial, we deliver proactive strategies clearly designed around your business, taxes, cash flow, and personal financial goals, helping you confidently navigate complex financial decisions at every stage.

How We Help Entrepreneurs Build Clarity and Confidence

Align Your Business and Personal Financial Goals

Gain clarity by coordinating your business cash flow decisions with your personal financial strategy, helping you manage resources effectively at every stage.

Proactive Strategies to Enhance Tax Efficiency

Explore opportunities designed to potentially reduce your tax burden through entity structuring, optimized deductions, and tax-efficient savings strategies customized for entrepreneurs.

Strategically Prepare for Your Business’s Future

Develop structured plans aimed at preparing your business for future transitions, preserving wealth, and thoughtfully facilitating wealth transfer according to your goals.

What Business Owners are Saying About Talley Financial

⭐⭐⭐⭐⭐

“I’ve worked with David for years on everything from financial planning to setting up businesses and trusts. I can’t say enough good things!”

 -  Joe Howard

⭐⭐⭐⭐⭐

“Working with Talley Financial has been one of the best decisions I’ve made for my business. David provides proactive strategies that have helped me scale while keeping more of my hard-earned money.”

 - Jennifer Pritchard

⭐⭐⭐⭐⭐

“David Talley goes above and beyond for his clients. From the very first meeting, I knew I was in good hands. Highly recommend!”

 - Juan Diaz

These testimonials are based upon an individual client experiences and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

Please see our Google page for more reviews


Selling, Exiting, or Transitioning Your Business? Keep More of What You Built.

Minimize Capital Gains Tax

Implement tax-efficient strategies aimed at reducing your tax burden when exiting or selling your business.

Strategic Business Sale Planning

Structure your business sale intentionally, helping to protect your financial interests and support long-term security.

Wealth Protection & Estate Planning

Design personalized strategies to help efficiently preserve and transfer your wealth to future generations.

Every Business Owner Needs a Plan—Let’s Build Yours Together.

No matter where you are in your business journey, the right financial strategy will help you pay less in taxes, protect your wealth, and secure your future.

Schedule Your Strategy Session

How One Entrepreneur Reduced Taxes & Accelerated Business Growth

The Challenge

With a growing business and increasing complexity, an entrepreneur faced uncertainty around cash flow management, tax strategies, and how best to reinvest to drive further growth.

What We Did

  • Proactive Cash Flow Assessment: Analyzed cash-flow patterns and suggested actionable improvements clearly aimed at efficiency and strategic reinvestment.”
  • Tax Optimization: Implemented tailored, proactive tax strategies designed specifically to help reduce liabilities and improve overall financial clarity.”
  • Integrated Personal and Business Financial Plan: Structured a comprehensive financial strategy integrating both personal wealth-building and business reinvestment opportunities.

The Result

With enhanced clarity and structured planning, the entrepreneur identified substantial tax savings and cash flow improvements. These enhancements facilitated strategic reinvestments into the business, supporting accelerated growth and creating greater confidence in long-term financial decisions.

The following case study is based on individual client experience and may not be representative of the experience of other clients. They should not be considered a guarantee or indication of future results.

Answers to Business Owners’ Most Common Financial Questions

Get professional insights on tax strategies, cash flow management, exit planning, and more.

  • How can a financial advisor help an entrepreneur?

    A specialized financial advisor helps business owners integrate their business finances with personal wealth, optimize tax efficiency, and create strategies for growth or exit.

  • What are the best tax strategies for business owners?

    Effective strategies include entity structuring, profit distribution planning, retirement tax optimization, and leveraging business deductions.

  • When should I start planning my business exit strategy?

    Ideally, 3-5 years before a sale or transition, but earlier planning allows for better tax efficiency and valuation.

  • Do you work with business owners outside of Johnson City?

    Yes, while we specialize in the Appalachian Highlands region, we serve entrepreneurs nationwide.

Share by: