Which Plan is Right for You?
Tailored Financial Planning for Business Success and Personal Legacy
At W365 Advisors, we recognize that your business journey is deeply intertwined with your personal aspirations and the legacy you wish to leave behind. Each phase of your business reflects a stage in your life, and our tiered pricing model is designed to cater to both. Whether you're embarking on a new venture, reaching for greater heights, or preparing for a significant transition, we provide personalized solutions that balance business growth with personal wealth goals, ensuring a holistic approach to your success and legacy.
Growth Plan
$1000/m
(12 Month Retainer)
"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)
"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
"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.
**For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.
Your Financial Goals For Your Life & Business Need A Plan. Let Us Help Guide & Get You There.
Let our team of dedicated Wealth Management Advisors create your Business Financial Roadmap. Book your Complimentary W365 Review Today!
Contact Us
We know how important your financial future is to you. Contact us today to start planning for your financial goals.
Our Approach
We take a holistic approach to financial planning, helping business owners and entrepreneurs achieve true wealth.
About Us
The W365 Advisors team brings years of industry knowledge, ensuring seasoned advice for every decision.