When your wealth is tied up in your business, every decision around what happens next matters. We walk you through succession planning, the tax angles of a sale, estate planning for business owners, retirement income once you step back, what to do with the sale proceeds, and strategies like charitable giving and pension plans. Start with whichever piece fits where you are right now.
Business succession planning
EP Wealth Advisors business succession planning models exit paths, gifts, and notes to protect your family legacy. Request a consultation.
See how it works →Business sale tax planning
EP Wealth Advisors business sale tax planning reviews allocation schedules and earnouts so owners keep more net cash. Request a consultation.
See how it works →Estate planning for business owners
EP Wealth Advisors guides estate planning for business owners. Receive a clear asset map and protect heirs. Request your initial consultation online.
See how it works →Retirement income planning
EP Wealth Advisors builds retirement income planning schedules for business owners. Get your dated withdrawal timeline. Request a consultation.
See how it works →Investing sale proceeds
EP Wealth Advisors guides investing proceeds from a business sale, from FDIC safety to multi-month asset staging. Plan your legacy today.
See how it works →Planning for aging parents
EP Wealth Advisors helps owners planning for aging parents build a dedicated care reserve before a sale. Request your care gap review today.
See how it works →Cash balance pension plans
EP Wealth Advisors designs cash balance pension plans with actuary quotes, funding calendars, and buyout timelines. Request a consultation today.
See how it works →Charitable giving strategies
EP Wealth Advisors shapes charitable giving strategies for business owners, providing an asset giving plan to cut taxes. Request a consultation.
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