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Family Business Planning Services

Are You a Family Business Owner? Are You a Family Member of a Family Business?

Family Business Planning Services Total Wealth Planning’s senior professional advisors are themselves experienced family business owners. We not only understand those unique challenges, we speak your language. Can your current advisor say the same?

Is your family business a growing success? Is it poised for transitioning management and ownership to either insiders or outsiders? We empathetically know your business journey. Total Wealth Planning has traveled the same road, and can provide you knowledgeable, first-hand expert guidance.

As your advisor, we operate with experience, knowledge, and trustworthy integrity. We’ll help you transition through the four stages of business ownership we term “Wunder, Blunder, Thunder, Plunder”.

Operate Inside Your Strength, Outside Your Comfort Zones

One of the greatest secrets of successful Quiet Millionaire business owners is operating inside their strength zone and outside their comfort zone. We expand your comfort zone, so you can maximize the value of your transitional efforts using our comprehensive three-step process:
  • Determine and specifically set your business and personal goals and objectives.
  • Plan comprehensively and implement strategies to accomplish your goals and objectives.
  • Monitor your progress and make necessary adjustments accordingly, to ensure your success.
Research shows that most family business owners fail to successfully transition through all four stages of business ownership and beyond. We believe it’s because they fail to plan sooner than later.

Brett Wilder Quote As a family business owner, it’s never too soon or too late to begin planning, so your family business can live on.”

-BRETT WILDER, FOUNDER/RETIRED

Brett Wilder Quote

What Does Your Business Look Like, Tomorrow and Beyond?

Because business owners are either “too busy” or don’t know where to start, family business owners put off doing what’s best for themselves, their family, and their loyal employees.It’s been our experience—and our professional opinion—that it all starts with a comprehensive financial planning process. After all, how else can you know where you’re going and how to get there? In addition, you also need to start by knowing the value and sellability of your business. We can help make this easy by using our “Business Sellability” scoring system.

At day’s end, tomorrow belongs to no one. And it comes faster than we realize. Total Wealth Planning can help you get started and ensure the tomorrows - for your business, you, and others you care about - will be financially secure.

From our family business to yours, let’s start planning today!
 
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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
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