for Business Owners

Your financial life is complex. We can manage the moving pieces and deliver simplicity, helping you build a meaningful legacy.

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.

What you can expect

  • All-encompassing advice and follow-through

    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.

  • A team that understands the connection between you and your enterprise

    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.

  • Legacy-minded investment advice

    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.

Our Insights

Throughout the year, we publish articles that share planning opportunities for business owners.

Financial Planning
Exit Your Business in Style: 5 Steps to Financial Freedom for Business Owners

Running a successful business takes a considerable amount of time and effort, and it can leave business owners without much of an opportunity to think about an eventual exit. However, a well-crafted exit strategy can make for a smooth sale or handover of the business, and it can also help ensure that you move forward to the next chapter in your life with the financial security you’ve worked so hard to build.

In this article, we will discuss the 5 steps that can help you exit your business in style.

Read More
Financial Planning
How 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 –...

Read More

Sound like a good fit for you and your family?