As a business owner, you struggle to balance your business, your retirement, and family. A large tax bill may be looming. Your worst nightmare is an advisor who doesn’t intimately understand what you are up against and wastes your time.
The Delap Wealth Advisory Difference
At Delap Wealth Advisory, we focus on wealth management for business owners. There’s no learning curve with us. We’ve probably confronted your issues before — many times.
Wealth Management for Business Owners
We simplify your finances by providing wealth advisory services, fully integrated with tax, financial planning, and coordination of your non-liquid assets. Those non-liquid assets likely account for most of your wealth. We take a rare view, seeing ourselves as “balance sheet advisors” and not just “investment advisors.” We advise you on how to withdraw funds from the business to implement into your investment strategy.
We understand that business owners have unique financial needs and challenges. That’s why we specialize in providing comprehensive wealth management for business owners. Our services are specifically tailored to meet your unique needs.
At the same time, we recognize that your time is valuable, and we strive to simplify your finances and provide you with clear, actionable advice you can put into practice right away. Whether you’re looking to grow your business, exit your business, plan for retirement, or pass your wealth down to future generations, we have the expertise and experience to help you achieve your goals.
Free Guide: Life After Exit
The sale of your company should be a cause for celebration, but lack of planning and your emotional ties to the business can make the process of a business exit very difficult.
In this guide, you’ll get insight into:
– Common business exit strategies
– Trends after business exit
– Phases of wealth management for business owners
– Tax planning for a business exit
The goal? To help you navigate the tumult of selling your business and smooth the transition as you enter an exciting new time in your life!