Business Owners and Professionals

Business owners & Professionals Retirement planning

Are You Doing All You Can to Optimize Your Business Or Practice … To Build And Support Personal Wealth?

If you are like most business owners and professionals, you have dedicated a significant part of your life to making it a success. But is your business doing all it can for you? Specifically:

  • Are there additional tax advantages that would preserve more of what your business earns?
  • What planning techniques could help leverage your efforts to enhance your business productivity, revenue and value?
  • Are there strategies that could draw money out of your business tax free and allow you to diversify your wealth with outside investments?
  • Are you doing all you can to protect your liability exposure?
  • Do you want to be freed up from the personal financial management so you can focus more time on building your business and enjoying your family?
  • What succession plan do you have in place to help assure you receive the best price for your business sale?
  • What role could Private Equity, ESOP and other funding sources play in helping optimize that sale?
  • What strategies can protect that transaction from excessive tax erosion?
  • How can you ensure the future success of your business and assure your most loyal key employees?

The fact is, over 60% of small businesses (and professions) either lose money or just breakeven and thus fail to enrich their owners’ personal wealth.*  To help assure yours is not among these, we invite you to review our white paper the  “Business Owner’s Top 5 Financial Challenges.”

If you are considering selling or transacting your business, you will find the brochure “Selling Your Company: A Guide for Owners of Middle Market Businesses”  an essential read.

Discover how Kauffman Wealth Services’ extraordinarily personalized approach to financial planning and management can help you on the road to a Life Well Lived.

Pasadena: 626.795.6874
Santa Barbara: 805.969.5444
Toll Free: 866.467.8981
Email: contact us here

*National Federation of Independent Business’ Education Foundation annual survey, www.nfibonline.com.

 

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