BUSINESS PLANNING

YOU'VE BUILT IT. WILL HELP PROTECT IT.

  Business owners face unique financial challenges. At One Wealth Investors, we help business owners develop a clear plan, no matter the stage they’re in. We’ll help you:

BUILD IT ✓

PROTECT IT ✓

EXIT ✓

BUILD IT

 A business built to last is one that operates efficiently and grows consistently. For most businesses, the most valuable asset is their people. We’ll show you how to reduce income taxes, reward your team, and build creditor-protected assets outside of your business.

PROTECT IT

We help business owners prepare for the unexpected. The loss of an owner or key employee can significantly impact or even permanently close a once-thriving business

WE WORK WITH YOU TO CREATE A PLAN THAT:

Identifies, incentivizes, and retains potential successors and key people ✓

Organizes a comprehensive, well-thought-out and funded buy-sell agreement ✓

Protects you and your team from the loss of income that can result from a disability. ✓

EXIT:

For most owners, their business is the largest source of personal wealth. Exiting your business is the most important transaction of your life.

WE'LL HELP YOU:

Identifies, incentivizes, and retains potential successors and key people ✓

Organizes a comprehensive, well-thought-out and funded buy-sell agreement ✓

Protects you and your team from the loss of income that can result from a disability. ✓