TPWM serves business owners to help them manage and run the business effectively in addition to helping them personally to manage and run their personal financial goals.   

Our Business Owner Services include:

  • Goals and objectives review
  • Owner net worth analysis
  • Business cash flow and budget review
  • Executive compensation
    • Executive bonus plan
    • Deferred compensation
    • Disability savings protection
    • Stock and option planning
    • Revocable trust/family trust
    • Philanthropic planning

Business Management Services:

  • Balance sheet review / analysis
  • Debt management
  • Accumulation planning/sinking fund
  • Entity/structure consulting
  • Risk management protection
  • Key man insurance
  • Disability buy out insurance
  • Real estate analysis
  • Corporate tax strategies
  • Employee retirement planning
  • Group benefit analysis
  • Bonus retention and profit-sharing planning

And eventually, business owners are ready to monetize their business.  We are there every step of the way in offering transition services:  

  • Business financial planning
  • Business valuation 
  • Buy/sell planning
  • Wealth transfer planning
  • Tax-optimized investing
  • Death/disability/retirement planning
  • Next generation planning
  • Lending analysis
  • Business protection planning
  • Disability overhead expense insurance
  • Legacy planning
  • Charitable gifting strategies
  • Future owner planning
  • Business partner assessments

 

Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.