Business Owner Planning
Business Owner Planning
For business owners, the success of your business is an integral component of your financial health. So you need a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally. We believe connecting the many facets of your personal and business life puts both in a better position for financial success.
What you may be thinking:
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What should my cash flow from my business to my personal life look like?
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How can I optimize the profitability of my business?
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What’s the best way to finance growth strategies for my business?
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How can I put a plan in place to effectively transition my business?
Our Approach
At Focus Partners, our wealth advisors are well-versed in the distinct planning needs of business owners. We are able and excited to help integrate and optimize your personal and professional finances. By gaining a deep understanding of your professional ambitions and taking stock of all your resources, we work together to provide a well-informed, goal-oriented approach to planning elements, such as cash flow, tax minimization, debt optimization, retirement and succession, health, and work-life balance.
How Focus Partners Helps
Our Business Owner Planning Conversations
- Key Person Insurance Evaluation
- Business Retirement Plan Review
- Business Continuity Planning
- Business Retirement Plan Establishment/Takeover
- Business Succession Planning
Business Owner Valuation and Transition
As a business owner, knowing the value of your business is paramount to planning for your future. Focus Partners Wealth is proud to offer solutions like business valuations, succession planning, and even ways to enhance the value of your business.
Business Owner Planning Advisors
Meet some of our best minds in Business Owner Planning.
Related Articles
See our latest thoughts and insights on Business Owner Planning.
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June 30, 2025
5 Steps to Creating a Less Taxing Retirement
Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
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June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
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June 05, 2025
Simplifying Capital Gains: What Investors Should Know
Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.
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