Business Owners
Our Business Is to Focus on Your Business.
As a business owner, you are focused on your employees, partnerships and clients. Our business is to focus on you and your bottom line. While the day-to-day management of running a successful business can be challenging, having a long-term plan for success matters.
At Equity Wealth Solutions, we work closely with you and your trusted legal and tax advisors to help you find the right combination of strategies to increase the value of your business, attract new talent and retain employees. Once your customized plan is in place, we continue to support you by conducting annual reviews to help ensure that the plan is still on track.
When it's time to pass the torch and leave your business, we'll be here to plan your business succession and exit strategy to help ease the transition into life after work.
Business Planning Services:
- Corporate-Owned Life Insurance
- Succession Plans
- Buy/Sell Arrangement Funding
- Key Person Insurance
- Qualified Plan Design and Installation
- Executive Benefits and Deferred Compensation Plans
Together, we can help ensure your business success.
We look forward to meeting with you.
