How We Serve
Business Owners, Executives, & Entrepreneurs
Business owners navigate important decisions and unique complexities every day, from capital structure and incentive compensation to business succession, liquidity events, and tax strategies. Our team of advisors works closely with business owners and executives to simplify these challenges, allowing them to focus on running and growing their business.
Succession Planning
Figuring out what to do with your business as you near retirement can be one of the most impactful decisions you will make.
Our advisors can help you understand your options and implement a plan.
Buy-Sell Planning
Business partners who own a business together need to plan for the various situations looking ahead to when they may no longer be partners: retirement, death, disability, or even other business opportunities.
Our advisors can help you plan ahead for funding your buy-sell agreement obligations when the time comes.
Advanced Financial Planning
There's a need for advanced financial planning among certain individuals to navigate complex financial landscapes. Are you considering a large gift but want to know if you can afford it? Are you selling your company and want to know if you'll be able to retire?
Our advisors can help inform your decision with advanced financial planning.
Executive Bonus Plans
A good executive bonus plan requires thinking through plan design, tax planning, funding mechanisms, investment management, compliance, and governance.
Our advisors can help you navigate through the landscape.
Deferred Compensation Plans
Have you thought about a deferred compensation plan for you or your business?
Our advisors can help you think through the deferral, contribution, distribution, and investment options.
Family Office Solutions
Family Office Solutions encompass many aspects, some of which you may be excited about doing yourself. But there are often many components you'd like to offload to someone else.
Our advisors can help you design your own unique family office structure and provide guidance on what may be best to offload.
Income Tax Planning
Does your income tax plan dovetail with your financial planning, investment planning, and estate planning?
Our advisors can help coordinate among your lawyers and CPAs to make sure everyone is on the same page and rowing in the right direction.
Business Continuation Plans
Business succession planning can be intimidating to some business owners.
Our advisors make it simple and can help coordinate plan development, valuation, tax, legal services, insurance solutions, implementation, and monitoring.
Coordination With Other Professional Advisors
Your financial advisor, estate planning attorney, and CPA are the three pillars of your financial team. Other professionals, such as insurance specialists, come into the picture, too.
Our advisors work tirelessly to coordinate with all your professionals to make sure they are on the same page, rowing in the same direction, and staying on task together.
Individual(k) Plans
Are you self-employed or a small business owner without any full-time employees?
Our advisors can help you determine whether an individual(k), also known as a Solo 401(k) or Solo-k, is right for you.
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SEP IRAs
For some self-employed individuals and small business owners, a SEP IRA (Simplified Employee Pension Individual Retirement Account) is the right fit.
Our advisors can help assess your eligibility and then assist with design, implementation, and maintenance of the plan.
Simple IRAs
For businesses with fewer than 100 employees, a Simple IRA, or Savings Incentive Match Plan for Employees, may be the right fit.
Our advisors can help you determine whether this type of plan is the right fit for your organization.
Talk to an Advisor
Ready to Optimize Your Wealth Strategy?
Schedule a complimentary consultation with a Diversify Wealth Advisor today.
801.838.9999