Business Owner Planning to Optimize Your Business
As a business owner, your primary focus is the success of your business. That includes finding ways to reduce your taxes, manage key risks facing your business, and prepare for your eventual transition. You need a plan. But where do you start? And how do you get the help you need so you can stay focused on building your business?
What is "Business Owner Planning"?
It's wealth planning advice, tailored for business owners. You'll receive a personalized plan, focused on helping you make informed decisions about you, your business, and your family.
What's covered:
- Financial, tax and estate planning
- Business Transition and sale of business
- Retirement planning
- Intergenerational wealth transfer
- Trust planning
- Risk management
- Charitable giving
To learn more, contact Charles at charles.nowochin@rbc.com
