WEALTH MANAGEMENT FOR BUSINESS OWNERS

Exit planning: When will work become optional?

You're focused on growing your business. We focus on helping you.

As a business owner, you have a lot on your plate. We’re ready to help you grow and manage your wealth, so you can meet your most important goals.

The challenges that successful business owners face often include:
Understanding and growing your business value
Identifying key drivers of value acceleration
Aligning business and personal wealth to optimize both
Using your business to reach financial independence—your Freedom Point
Preparing for a profitable exit, whether that is years or decades away
Leaving a legacy for your family, friends, and community

From creating financial plans to investment management, retirement, tax efficiency, exit planning, and estate planning, Wealth Enhancement provides comprehensive wealth solutions to executives and business owners.

MEET WITH US

Discover how partnering with Wealth Enhancement can help you achieve your goals. To learn more about our Business Growth and Exit Planning Services, call 888-208-1883 or schedule an appointment.

Featured resources for business owners

As a business owner, your success journey is paved with unique challenges and opportunities. Here are some key resources to help you optimize the current, future, and exit value of your business.

What's Your Business Worth

Business valuation is the key to improving decisions, creating tax efficiency, and aligning priorities. Learn how to get started.

Optimizing your optionality

YOU decide when to sell or transfer, on your own timeline. Build your business value, and create options for yourself.

Your freedom score

Take 10 minutes to evaluate your financial readiness to fund the next phase of your life after exiting your business.

This time it's personal

Your business may be ready for an exit, but are you? Check your personal readiness score and learn how exit-ready you are.

Comprehensive business growth and exit planning to optimize lifetime business value

Timing, along with comprehensive financial planning, is key to successful exits. We help owners with integrated business valuation, business growth and exit planning, retirement income, and estate planning services that are crafted to meet your unique goals.

Wealth planning for business owners

Wealth Enhancement provides financial and exit planning strategies for business owners, delivered via a subscription-based consulting model.

Our plans are designed to align personal and business financial planning, accelerate business value, and maximize post-transaction proceeds to empower owners before, during, and after the sale of the business.

DOWNLOAD EXIT PLANNING OVERVIEW

Unlock the lifetime value of your business

Even savvy business owners fall into the trap of hyper-focusing on growing their customer base, sales, or revenue. But business growth does not equal business value. A focus on understanding the key drivers of business value helps owners avoid some of the harsh realities below:

of owners don’t know the value of their business.¹

of business owners have too much financial wealth locked up in their companies.³

of owners who have sold their business experience profound regret within a year.²

of owners have no formal succession plan.¹

of businesses that go to market actually sell.³

Building wealth for legal professionals

Legal professionals often face unique career challenges, including demanding schedules, high-pressure cases, expensive educations, and volatile incomes.

Without careful planning, professional challenges can become daunting financial challenges:

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