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Wealth Planning for Business Owners

Are you a business owner? Total Wealth Planning’s professional advisors provide expert business planning guidance - no matter where you are in the journey.

Is Your Business Poised for Growth? Ready to Sell?

As owners ourselves, we speak your language. Total Wealth Planning offers other business owners first-hand experience and knowledge. As family business owners and senior professional advisors, we also understand potential family conflict and business planning issues.

The Journey of Business Ownership

Business Planning ServicesBusiness is a journey: up, down, interconnected, rewarding and sometimes rough. Business owners are committed to energy, time and investment to succeed. Leading an organization on a journey requires awareness of your starting point and vision for an exit strategy.

At Total Wealth Planning we’ve been in the trenches, surviving and coming out the other side. Can your financial advisor say the same? There’s a real benefit in being an owner advisor - more than experience, and beyond educational degrees and professional designations.

One of the greatest secrets of successful business owners is operating inside their strength zone and outside their comfort zone. As your advisor, Total Wealth Planning operates with experienced knowledge and trustworthy integrity. We expand your comfort zone, maximizing the value of your transitional efforts, through the “Wunder, Blunder, Thunder, Plunder” stages of business ownership (The Quiet Millionaire, Brett Wilder). Navigating these four transitional stages to business success presents disappointments,opportunities and challenges.

Eight Steps to the Journey’s End

As your business evolves, there are eight steps to ensuring how best to maximize the sale and ensure its successful transition - both emotionally and financially. At Total Wealth Planning, a Certified Exit Planning Advisor (CEPA) will assist you through this critical process to exiting your business, which includes:
  • Data collection
  • Defining and aligning goals
  • Business valuation
  • Financial planning
  • Value enhancement analysis
  • Exit options analysis
  • Calculating net proceeds
  • Defining action plans

Valuation, Sellability, and Other Business Planning Services

It’s also important for business owners,in preparing for a successful sale and exit, to understand contingency planning, i.e., life insurance buyout, disability buyout, succession planning, and more. If you’d like to get started, contact us and we’ll provide you with a complementary “Sellability Score”. The Sellability Score will give you insight into how buyers evaluate your business and how to improve your Sellability.

Let Total Wealth Planning help make your business journey easier - at every step along the way.
 
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INVESTMENT
MANAGEMENT

Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

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RETIREMENT AND
TAX PLANNING

Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.

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HOLISTIC/COMPREHENSIVE
PLANNING

We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.

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WE'VE BEEN LISTENING
FOR OVER 25 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
Less Cash in Your Portfolio Yields More Money in Your Pocket
Tuesday, December 3, 2019


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