Business Ownership Planning:
Business ownership planning targets wealth management issues specific to business owners - from considering the best structure
for your business to the development of a succession plan. A thorough wealth plan assists you in solving important day-to-day
business issues and ultimately transitioning into a well-planned and funded retirement.
- Help determine the best structure for your business (e.g. sole proprietorship, partnership, corporation)
- Analyze business wealth protection needs to safeguard assets from creditors
- Organize personal and business assets in the most tax-efficient manner
- Create a plan to preserve and maximize surplus assets
- Evaluate succession planning strategies that transition into a well-funded retirement
- Discuss cash management solutions