Business Owner

Successful business owners frequently present an entrepreneurial spirit that allows them to take the risks often necessary to discover the greatest rewards. Some of those risks involve complex transactions that require diligent and deliberate untangling by expert wealth managers to realize the full potential assets. In other situations, owners have built their wealth doing what they know best, but now need help with a new phase of their career. At Slaughter Associates, we can help you with:

  • Tax planning and unbundling of entities, and understanding of risk management involved in each step
  • Business advisory and transfer services
  • Business partnership advice
  • Facilitated lending and banking services consulting
  • Asset diversification, and
  • Estate planning – beyond wills, trusts, and insurance

Related Articles of Interest

Nonmonetary Considerations of Selling Your Business

What are the nonmonetary considerations of selling your business?

For anyone who has worked hard to build, then sell, a business, considering both the emotional and financial aspects of the event will yield a more successful result.

Read Article »
Charitable Giving When Selling a Business

Managing Charitable Giving During the Sale of a Business

As successful business owners reach a point in their business when they are ready to sell, many also recognize both the need and opportunity to do more with their good fortune. For business owners with such a charitable inclination and a readiness to have their business change hands, there are many options and considerations to weigh.

Read Article »
When Should I Sell My Business?

Should you sell your business when there is a feeding frenzy?

Your business is successful, so you regularly get calls from interested buyers. But lately, you’ve become the center of a business feeding frenzy, with prospective buyers making very attractive offers for your firm. The problem is that you are still years away from your planned retirement, but at the same time are tempted by those well-above-market proposals. What to do?

Read Article »

Ready to get started?

Contact us today and we'll help guide you through the next steps towards making your money work harder for you.