Business Planning

Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business, but also for you and your family. Through the Milligan Private Wealth Management Team, you’ll have access to a wide array of services for you and 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.

Business Owner Resources

  

The Business Owner’s Guide to Wealth Management
 

This guidebook follows the life cycle of a business and a multitude of subjects unique to business owners.

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Corporately Owned Life Insurance
 

Life insurance solutions available for corporate business owners are fundamental to protecting your family, business interest and continuity.

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Business Owner Guide to Selling a Business
 

When selling your business, there is more than the purchase price to consider. This guide provides tax strategies to consider when selling your business.

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