Financial Management for Business Owners
Helping business owners with the financial aspects of the business, so that you can focus on serving your clients.
Identifying the Complex Financial Needs of Your Business
Business owners have a unique set of needs. How is the business structured? Is it a sole proprietorship, an LLC, C-Corporation, S-Corporation or Limited Partnership?
Each structure has its own set of tax implications, Key Man risk concerns, debt and equity management, funding strategy, cash flow needs and exit strategy concerns.
How best to manage all of these issues in a cohesive way greatly determines the success of the business, the owners acquisition of personal wealth, and strategies needed to attain the goals specific to owning a company. This is a unique specialty in asset management and financial planning that we are acutely adept at.
Financial Management Services Offered:
Business Structure
Tax Strategy
Equity Management
Cash Flow
Funding Strategy
Exit Strategy
Insurance Strategy
Cost and Revenue Efficiency
Let us discover your needs. We’ll design your plan, deploy it for you and remain committed to your success.
The first step is a consultation with one of our Peak Wealth Partners team members.
To begin the process, please share some brief information about yourself and your financial goals – and we will be in touch. Or, you can email us.