Business Planning

Your Wealth Is Your Business

As a business owner, you know that largest part of your personal wealth is your business.  At the very least it provides the income you and your family rely on for well-being and lifestyle. 

Over the long run, however, the business means much more than that.  The equity in your business grows with your business, as it expands operations or its client base.  More importantly perhaps, your business also has a powerful impact in your community, by hiring people and providing key products and services.


Enjoy the Benefits of Your Labor

Most business owners seek a couple of important benefits from their endeavors. First is they would like to convert or liquidate their ownership interest into cash or income.  Afterall they have worked years to build the business, and they want to enjoy the fruits of their labors. 

Second is they want to leave a legacy -- to see the business survive either by passing on the business to heirs or key employees.  However, to achieve both of these requires some careful preparation.  Many obstacles can get in the way, like lack of financial resources of heirs or employees to buy you out, or losing key employees to death, disability or early departure (to competitors!).


A Sound Strategy is Your Roadmap

Advanced Pension Strategies Insurance & Financial Services can help you design and implement a financial strategy to help provide the liquidity you need from your business equity, protect your business and enable your business to maintain itself long after your have parted from its daily activities. 


Let's Talk!

If you would like to review your strategy options please feel free to Contact Us for a financial review.