Financial Planning for Business Owners

Wednesday, June 21st, 2023

Levi and Pete-1

In both their business and personal lives, business owners wear many hats. With financial lives that can be complicated, entrepreneurs must deal with the rollercoaster ride of running a business and the financial planning challenges that we all face including saving for retirement, education expenses and tax planning.

Frequently, their business is the owner's most significant asset. It may represent a substantial concentration of risk as well as being their family's nest egg. What should a business owner consider when planning for their financial future?

Our Senior Financial Planners, Levi Anderson and Pete Fry will discuss: 

  • Why it's important to consider your exit from the outset of your business venture
  • Some of the key elements of your plan as a business owner, including; corporate structure, tax planning tips, financial statements, insurance (including employee benefits) and exit planning
  • Planning opportunities for business owners
  • How EP Wealth Advisors works with business owner clients

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