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Wealth Planning for Business Owners

Are you a business owner? Total Wealth Planning’s professional advisors have experience working with business planning and can provide guidance and other professional connections to help guide you along your business journey – no matter where you are in the process.

Is Your Business Poised for Growth? Ready to Sell?

As owners ourselves, we speak your language. Total Wealth Planning offers other business owners first-hand experience and knowledge. As family business owners and senior professional advisors, we also understand potential family conflict and business planning issues.

The Journey of Business Ownership

Business is a journey: up, down, interconnected, rewarding and sometimes rough. Business owners are committed to energy, time and investment to succeed. Leading an organization on a journey requires awareness of your starting point and vision for an exit strategy.

At Total Wealth Planning we’ve been in the trenches, surviving and coming out the other side. Can your financial advisor say the same? There’s a real benefit in being an owner advisor – more than experience, and beyond educational degrees and professional designations.

One of the greatest secrets of successful business owners is operating inside their strength zone and outside their comfort zone. As your advisor, Total Wealth Planning operates with experienced knowledge and trustworthy integrity. We expand your comfort zone, maximizing the value of your transitional efforts, through the “introduction, growth, maturity and decline” stages of business ownership. Navigating these four transitional stages to business success presents disappointments, opportunities and challenges.

Eight Steps to the Journey’s End

As your business evolves, there are eight steps to ensuring how best to maximize the sale and ensure its successful transition – both emotionally and financially. At Total Wealth Planning, a Certified Exit Planning Advisor (CEPA) can discuss the process and introduce a number of other business experts as you plan the critical process of exiting your business, which includes:

Business Planning Services

Let Total Wealth Planning and our advisors be your guide, or the quarterback to help make your business journey easier – at every step along the way.