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

Related Articles

See our latest thoughts and insights on Business Owner Planning.

  • November 01, 2019

    A Successful Small Business Start-Up

    As any small business owner knows, there's a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you'll want to learn what you need to know before you open your doors.

    Read the article
  • January 29, 2020

    The Promise of a New Career: Understanding the Finances of Your New Job

    You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs.

    Read the article
  • March 09, 2018

    Are You a Complainer, Consumer or Contributor?

    Tim Maurer explores how the role we fill as learners and leaders can have wide implications in both our personal and professional lives.

    Read the article