Supporting Business Owners at Every Stage
Guidance for Business Planning, Retirement, and Transitions
Business owners face unique financial decisions—from daily operations to long-term succession planning. At SGL Wealth Management, we offer a range of services designed to support business owners as they navigate financial planning, retirement benefit structures, and potential future transitions.
Our Business Owner Services May Include:
- Succession and Transition Planning: Assisting with preparation for eventual ownership changes, including internal or external transitions.
- Tax Considerations: Reviewing potential tax implications of business decisions in coordination with your tax advisor.
- Retirement Plan Management: Helping implement and oversee employer-sponsored plans, such as 401(k)s, for business owners and employees.
- Key Person & Continuity Planning: Addressing business risk through strategies like key person insurance and buy-sell agreements.
- Personal Financial Alignment: Ensuring personal planning stays coordinated with business growth and potential exit scenarios.
A Collaborative, Planning-First Approach
Whether your business is growing, maturing, or preparing for transition, our team works with you to build a financial strategy that considers both business and personal goals. We coordinate with outside professionals—such as CPAs and attorneys—to help ensure your planning stays comprehensive and aligned.
Connect with a Team That Understands Business Ownership
Explore how our services can support your business and long-term goals. Schedule a consultation to learn more.
