It has a nice ring to it, but it also takes a remarkable amount of hustle, sacrifice and dedication. Owning and operating a successful company commands a lot of time and attention. It comes with perks and a tremendous amount of responsibility. Every day, you make critical decisions that affect the financial health of your business. Business owners often have an undeniable trait – they’re highly motivated to succeed and make countless personal and financial sacrifices to grow business.

Business owners often experience burn out and increased levels of stress because they are trying to wear too many hats at once. You may have partners and employees, but many decisions still come down to you. Does that sound familiar?

You’ve heard it before – delegation is a huge key to success. So, why not delegate to an experienced specialist? It’s different this time. We’re not an employee you have to train. We are a team of experts that have been helping business owners successfully manage their wealth, plan for the future and overcome challenges for 30+ years. We keep you prepared for the unexpected and provide proven advice for long term success. We can appreciate the sensitivity to delegate something that impacts your business so immensely. That’s why the cornerstone of our relationship with you is trust. We take a collaborative approach – listen first, ask great questions second and then advise. We will also work with your existing team of professionals to ensure strategies synchronize seamlessly.

We provide:

•Personal and business wealth management
•Preservation planning
•Succession planning
•Tax-efficient strategies
•Financial analysis
•Strategies for accumulation of capital
•Risk assessment
•Ideas to grow the value of your business

10 key wealth planning decisions for business owners

Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well. The business owner’s guide to wealth management follows the life cycle of a business, exploring 10 key decisions for wherever you may be on your business ownership journey, including:

  • What is the best structure for your business?
  • How can you reduce taxes?
  • What should you do with surplus cash?
  • What can you do to prepare for the unexpected?
  • Do you have an exit strategy or succession plan to transition into retirement?
  • How can you keep your business in the family?

Contact us for a free copy of The business owner’s guide to wealth management.

Business owner's guide

Business owner's guide

Contact us for a free copy of The business owner’s guide to wealth management.

Succeeding in business succession

Planning for succession in advance is imperative to maximizing your business’s eventual sale price, protecting the legacy of what you’ve built, transitioning your business smoothly and funding your future plans.

Watch this video to learn about the key elements of a successful business succession plan.

Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Selling the business, creating a charitable legacy

After selling their business, Drew and Sue wanted to focus their time and wealth on making their community a better place. Find out how a team of experts helped this family build a charitable legacy.