Strategic Financial Planning for Business Owners
Clear Guidance & Strategic Planning for Your Personal and Professional Future
Plan for long-term financial stability and help mitigate risk
Protect What Matters Most & Achieve Your Financial Goals
Synchronize your personal goals and professional needs to plan for the life you deserve.
Owning a successful business means your to-do list never ends, but there comes a time to start thinking about your next chapter. That may include choosing to retire, selling your business, or delegating work to others in order to ease your daily burdens.
Living Legacy creates custom plans for business owners to reduce uncertainty and capture opportunities so you can retain flexibility and face the future with confidence.
Every plan is based on your specific goals, which may contain an exit, retirement, or succession plan. It can also include contingencies to protect you and your family if unforeseen challenges arise.
Why Business Owners Choose Us
You’ve worked tirelessly to build your business, but you can’t reap the rewards of that hard work without a plan. As your trusted team, Living Legacy will create a holistic custom strategy to help make the future you want a reality.
Maximize Your Exit Position
Financial planning for an exit or succession that maximizes value for you can take months or even years to complete.
Even if you don’t have immediate plans to retire, it’s never too early to start preparing for your future. Coordinating your personal and professional financial planning is the most effective way to control and preserve your wealth when you’re no longer actively generating revenue and profits.
A Shared Vision of Success
Developing a continuity plan for your business can help protect what you’ve built and help ensure the greatest likelihood of future success.
Your plan prepares you for challenges and disruptions before they occur, including leadership transitions and exits.
Enhance Employee Experiences
You can improve retention, reduce your tax burden, and fortify your business by implementing or expanding company-sponsored benefits.
Retirement plans (401(k), profit sharing, cash balance, defined benefit, etc.), employee bonuses, and benefit plans (executive benefits, stay bonus, deferred compensation, etc.) can also allow for large contributions for owners or executives while helping to attract top talent and even increase productivity when employees feel valued and taken care of.
Certifications
Certifications
Who We've Helped
Strategic Financial Planning
for Business Owners
Create and implement a plan based on your goals and a holistic evaluation of your resources to help protect your company’s future – and your own
Identify Your Objectives
Quantify Your Resources - Conduct a Business Valuation & Gap Analysis
Identify Threats to Your Finances & Implement Contingency
Plans
Identify Strategic Opportunities to Reduce Taxes, Retain Key People & Save For the Future
Design & Implement Your Estate and Wealth Preservation Plan
Determine Your Ideal Exit Path As Necessary
Frequently Asked Questions
You aren’t the first business owner to have questions about planning for the future. Get answers below – and if you don’t see the question you’d like to ask, contact us.
- Yes, because changing personal or economic circumstances could force you to stop working at some point. We can explore strategies to help save you money via tailored retirement programs that also provide tax benefits. There may also be key employees who are critical to company operations who you want to incentivize to stay. Finally, you'll want a plan to protect and preserve your wealth for your family, even if the business ultimately closes down.
- Many business owners put off leaving their business, even if they’re ready to sell or retire, because they are concerned that their resources won't produce a sufficient retirement income. With proper planning, that doesn't have to be the case for you.
- Yes, we’re all going to exit the workforce someday. There are strategies and techniques to facilitate your eventual exit, even if there isn’t a tangible business to sell.
- It is, which is why we identify, prioritize, and address your most critical concerns first. Your strategy will include manageable adjustments over time to help stabilize and protect your financial future.
Reduce Financial Challenges & Build a Prosperous Future
Plan to live out your vision of the good life with Living Legacy