Business Owner Planning

Business Owner Planning

For business owners, the success of your business is an integral component of your financial health. So you need a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally. We believe connecting the many facets of your personal and business life puts both in a better position for financial success.

What you may be thinking:

  • What should my cash flow from my business to my personal life look like?
  • How can I optimize the profitability of my business?
  • What’s the best way to finance growth strategies for my business?
  • How can I put a plan in place to effectively transition my business?

Our Approach

At Buckingham, our wealth advisors are well-versed in the distinct planning needs of business owners, able and excited to help optimize your personal and professional finances. By gaining a deep understanding of your professional ambitions and taking stock of all of your resources, we work together to provide a well-informed, goal-oriented approach to planning elements, such as cash flow, tax minimization, debt optimization, retirement, health and work-life balance.

How Buckingham Helps

Our Business Owner Planning Conversations

  1. Key Person Insurance Evaluation
  2. Business Retirement Plan Review
  3. Business Continuity Planning
  4. Business Retirement Plan Establishment/Takeover
  5. Business Succession Planning

Additional Services

Business Owner Planning correlates with these other wealth management conversations.

Net Worth Development

Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.

Retirement Planning

Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.

Estate & Trust Planning

Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.

Health & Insurance Planning

Protect your family and your wealth while ensuring your assets can support long-term well-being.

Related Articles

See our latest thoughts and insights on Business Owner Planning.

  • April 21, 2023

    Small Business Tax Mistakes to Avoid

    For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.

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  • February 15, 2023

    Legacy Planning for Construction Business Owners: Heirs, Charity or the IRS?

    As a construction industry business owner, you’ve worked hard, made sacrifices and took risks to create your wealth. Now what?

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  • February 03, 2023

    Avoiding Fraud, Theft and Overcharges

    No small business owner wants to find out they’ve been a victim to fraud, especially if carried out by a trusted employee. Senior Tax Manager Shawn Williamson provides several tips on how to safeguard your company’s assets.

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