Trust SWBC for Comprehensive Business Owner Planning Services
Our proven process can streamline your exit planning strategy, giving you peace of mind for your business’ future.
Identify Your Exit Objectives
Your unique objectives drive the creation of your exit plan. The exit plan works to achieve those goals.
Build and Preserve Business Value
We make specific recommendations to help grow, protect, and preserve your company’s value by minimizing operational risks and taxes.
Personal Wealth and Estate Planning
We will coordinate your estate plan with your business exit planning objectives to ensure your family receives the assets and income to satisfy your financial security goals.
Value Your Business and Personal Financial Resources
How much is your business worth today? How much cash flow does it currently generate? How much income do your non-business assets produce? Your business advisor will work with you to answer these questions and more.
We will coordinate your business continuity plan with your lifetime objectives to ensure your goals are met whether you survive to see your business exit or not.