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Business Ownership and Succession

For Entrepreneurs and Business Owners

Trailblazer Wealth strives to help clients maintain success in the business industry while protecting themselves against the risks associated with having most of their assets tied up in the business entity (their life's work). We are holistic planners, meaning that we review all aspects of your financial situation and take into account the tax consequences, legal documents, and asset distributions to develop your personalized financial plan that integrates closely with your business plan.

We help provide clear solutions for entrepreneurs and business owners by:

  • Specializing in aiding owners of private and closely-held businesses to make tough decisions surrounding succession
  • The creation of interim plans to facilitate immediate decision-making while giving flexibility and control to change the factors and players which may be needed over time
  • Help you build the right team of advisors, which will most effectively implement your succession plan. These advisors (from legal, tax, and financial disciplines) are critical to a successful transition.
  • Provide business owners with assistance in evaluating and maintaining employees benefits such as medical, life, long-term disability, dental, long-term care insurance, and qualified retirement plans.
  • Offer assistance in evaluating and implementing programs to attract and retain key talent in your organization.

Trailblazer Wealth has helped many clients navigate the succession process to completion.