Marshall Wealth Advisors: Business Owner Planning Experts

Business planning is a critical process for any entrepreneur, and we can guide you through this journey. At Marshall Wealth Advisors, we provide:

Business Owner Financial Planning

We assist you in defining your objectives and devise a plan for ongoing growth.

Business Exit Planning

Every business owner eventually faces the question: "What do I hope to accomplish with my exit?" Whether you dream of keeping the business in the family, selling to a competitor or a private equity group, transitioning to employee ownership, or maintaining it as a lifestyle business until your passing – we're here to help. At MWA, we offer a holistic approach to exit planning, considering both, the financial readiness and the emotional readiness of the business owner. We understand that your business is more than a revenue stream — it's an integral part of your life and legacy.

Our Six-step Process

We embrace a tried-and-true process that will help you maximize your benefits as you transition your business.

Establish your exit goals
Measure your financial and mental readiness
Identify the type of exiting owner you most resemble
Choose your optimal exit option
Understand the value of your chosen option
Execute your exit plan

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Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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