Whether you are a business owner looking to drive growth or are uncertain about what the next steps are for the succession of your business, we understand the many roles you play and work with you to alleviate the uncertainty around structuring your finances for optimal tax efficiency and maximizing income retention.

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.