Financial PlanningHow We Serve: Business Owners
Many of our clients are business owners, and while they each bring their own unique set of circumstances to the table, we often find they have something in common –...
As a business owner, the interrelated nature of your business and personal life makes you unique, and it's likely that a significant portion of your wealth is held within your operation. These factors magnify the importance of estate, tax, and wealth transfer planning. A relationship with SWP can help manage the complexities of your financial life — allowing you to spend more energy running your operation and building a meaningful legacy.
As a business owner, it’s likely that your personal and business finances are interconnected — what happens on your business balance sheet likely impacts your personal balance sheet, and vice versa. We understand the complex nature of running an operation and that understanding drives the advice and guidance we provide.
After spending years and decades building a business, it’s likely that you have a deep, emotional connection to it. We understand this unique connection and can help you navigate the psychological transitions that happen when it is time to sell your business or change your focus.
What will you do with the wealth created by your business? How much money do you need from an exit to achieve your long-term goals? By asking these types of questions, we can help you define and build a meaningful legacy that extends far beyond your lifetime.