PLANNING FOR BUSINESS OWNERS

Realize The Full Value of Your Life's Work

The Entrusted Difference

Protect, Grow, & Exit

Strategies for business owners often focus on current challenges and specific financial products, and may fail to coordinate solutions that address the key issues we know all business owners face. Chief among those issues – preparation for the eventual day you leave your business. Even though all owners will leave their business, our experience has been that most haven’t planned for it.

What’s Your Vision?

The Entrusted Planning Process

Whatever vision you have for your business and financial future, it takes the right strategy to make it happen. Over the course of many years helping business owners address their financial concerns, we’ve learned first-hand what works and what doesn’t work. We offer a process that provides the framework to uncover opportunities, maximize results, and put you on a solid path to achieving all that is important to you.

THE PERSONAL PLANNING PROCESS

Services for Business Owners

Reduce Taxes With Qualified Plans

Optimize your current and future tax planning with coordinated qualified plan design, implementation, and service.

Retain My Key Employees

Develop and implement strategies to help you attract and retain your best employees while mitigating risk and building your company’s balance sheet.

Sell My Business To An Insider

Create a plan to sell your business to a child, family member, or key employee and understand the implications of this path from a financial, business risk, and cash flow perspective.

Sell My Business To An Outsider

Create a plan to sell your business to a third party buyer and understand the implications of this path from a financial, business risk, and cash flow perspective.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

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