For Childcare Center Owners
You nurture children every day. We'll help you nurture your wealth.
Wealth planning for childcare center owners, built on The Nurture Your Wealth Method™.
Sound familiar?
- Your cash flow rises and falls with enrollment and subsidy payments.
- Your center carries liability that could reach your personal assets.
- You're not sure whether to buy your building or keep leasing.
- Good teachers are hard to keep, and your benefits can't compete.
- You want to open another location but aren't sure how to fund it.
- Buyers are calling, and you don't know what your center is worth.
You've built something your community depends on. Your own financial future deserves the same care.
How It Works
The Nurture Your Wealth Method™ for your center
| Step | What it means for you |
|---|---|
| N — Needs Discovery | A review of enrollment trends, margins, your real estate and your personal finances. |
| U — Unified Strategy | One plan, coordinated with your center's CPA and attorney. |
| R — Risk & Protection | Separating business and personal assets, umbrella coverage and key-person coverage. |
| T — Tax Efficiency | Entity tax elections, cost segregation on your building, and retirement plans that help keep staff. |
| U — Unlocking Business Value | Funding new locations, buying vs. leasing, and getting ready for a buyer. |
| R — Review & Refine | Reviews timed to your school year and to licensing or subsidy changes. |
| E — Enduring Legacy | Passing the center to family or selling it, and protecting your wealth after the sale. |
Questions owners ask
Do you work with single-center owners or only groups?
Both. Many owners start with one center; we plan for where you are today and where you want to grow.
Will you work with my existing CPA?
Yes. Coordinating with your CPA and attorney is a core part of our Unified Strategy step.
When should I start planning for a sale?
Ideally three to five years before you want to sell. The steps that raise your center's value take time.
How are you paid?
We'll explain our fees clearly in your first conversation. Full details are in our Form ADV, linked on our Disclosures page.
See where your wealth stands in 10 minutes
35 yes-or-no questions, organized by the 7 steps of the method.