Broker Check

3200 Park Center Dr., Suite 1240, Costa Mesa, CA 92626

949-299-1502
Client Login

Business Owners

Sustain Your Company's Success

There is a multifaceted financial landscape that business owners and entrepreneurs navigate. From start-up hurdles to scaling endeavors, we tailor our strategies to match. Whether you're a seasoned business owner ensuring stability or an entrepreneur forging new paths, we're here to provide comprehensive guidance needed to drive success and help preserve your business.

Your Business

Your Business

You've worked hard to build your business, and you want to make sure it's protected for the future.

Your Retirement

Your Retirement

You want to plan for your retirement and need help to navigate the opportunities for this next chapter.

Your Legacy

Your Legacy

You want to leave a legacy for your family and future generations to ensure they are taken care of financially.

Personalized Solutions for Every Stage of Your Business

Begin with a Plan for Growth 

Begin with a Plan for Growth 

Without a startup financial plan, it's easy to make short-sighted decisions that could hurt your business down the road. Our Wealth Management Advisors can help you create a financial plan tailored specifically to this phase in your business.

Scale with Confidence

Scale with Confidence

You've built a successful business, but now what? How do you take it to the next level and increase your bottom line without the common pitfalls? Our wealth management advisors have years of experience helping businesses just like yours scale.

Ensure a Smooth Succession

Ensure a Smooth Succession

Most business owners don't have a succession plan in place. Our Wealth Management Advisors can help you create an effective succession plan and implement your business transition when you want to sell, exit or retire from your business. 

Frequently Asked Questions

Our goal is to fine-tune your financial strategy to support business growth and long-term success. Some common questions we expect to hear include:

  • How can a financial advisor help me optimize my tax obligations and improve cash flow management?
  • What is the best approach to succession planning, and how can I ensure a smooth leadership transition for my business?
  • How can I integrate my personal and business finances to create a comprehensive wealth management strategy?
  • How do I approach significant transitions, such as selling my business or passing it down to the next generation, to secure both my legacy and financial future?
  • How can I navigate the challenges of managing cash flow while preparing for strategic growth?

Growth Plan

$1000/m

(12 Month Retainer)

For Business Owners with $1M - $3M in Revenue
"I am ready to stabilize and scale my business, align my personal and business financial strategies, and ensure my company offers attractive benefits for employee retention."
Set a strong financial foundation for your growing business. This plan integrates personal financial health with business strategies, including a focus on employee retention and future growth.
  • Dedicated W365 Advisor for ongoing support
  • 401(k) setup & management to attract and retain top talent
  • One-on-one financial strategy sessions
  • Personal financial planning for owners (retirement, investments, estate)
  • Business health checks with quarterly reviews
  • Investment strategy & access to financial planning software
  • Monthly support & accountability
  • Two annual in-person financial reviews
  • Tax optimization for both personal and business finances

Legacy Builder Plan

$4000/m

(12 Month Retainer)

For Business Owners with $5M - $10M in Revenue
"I'm thinking about selling, exiting, or retiring from my business, but I want to ensure a smooth transition that protects the business, myself, and my family."
Plan for long-term sustainability and secure your business's future. This plan covers advanced financial strategies, including succession planning, business valuation, and leadership continuity.
  • A dedicated team of W365 Advisors
  • Succession planning for family or sale to private equity
  • Quarterly reviews & on-demand consultations
  • Executive compensation strategies & retirement plans
  • Business valuation & financial optimization
  • Concierge attendance at key succession meetings
  • Access to our legal and financial professionals (LLM, JD, CFA)
  • Advanced tax planning for transitions

Exit Mastery Plan

Contact Us

Price upon consultation

For Business Owners Preparing
for Sale or Exit
"I am ready to sell or exit my business and want to ensure I get the best deal possible while protecting my personal wealth and business legacy."
Maximize your business’s value and ensure a smooth transition. This plan is tailored for businesses looking to sell, exit, or merge, offering comprehensive exit strategies and wealth preservation.
  • Comprehensive business valuation & financial optimization
  • Customized exit strategy and sale preparation
  • Pre-sale financial planning & tax optimization
  • Buyer vetting and deal structuring support
  • M&A advisory services
  • Wealth preservation and legacy planning
  • Post-sale transition support for a smooth handover
  • Concierge-level legal and financial services

Tax Deductible: Many services within this plan can be tax deductible, offering business owners financial savings as they prepare for sale.

Your Financial Goals Need A Plan. Let Us Help You Get There.

Book a Call