Solutions Category: my business to thrive with or without me.

Plan for every positive and negative contingency.

An exit strategy is a conscious undertaking that allows you to focus on collecting your timely wins and minimizing your losses. Our financial advisors can help guide your efforts towards determining the risk associated with an investment, trade, or business venture, especially those that can have an impact on your sale.

Prepare for the future of your business with efficient structures.

Although you may have set up your business a certain way, there can be many benefits to restructuring or adjusting your corporate structure. We help you find out whether or not your corporate structure is tax-effective and suggest strategies that minimize your costs, avoid legal liability, and protect yourself and your assets.

Proactive legal documents that ensure financial security.

One of the most important financial documents you can sign is a business will or a secondary will that protects your assets from probate fees. It’s also important that your business have ironclad shareholder agreements that prepare you and your business partners for the worst. When thoughtfully executed, these strategies can help your business save money, reduce risks, and continue operating smoothly, even in the worst of circumstances.

Smart tax solutions for any business succession plan.

Whether you’re planning to sell your business, transfer ownership, invest corporate dollars efficiently, or restructure your corporation, there are significant tax implications that you’ll want to consider. Here, we can help you weigh your options, understand risks, and save money through tax-efficient planning.

Bringing clarity with contingency planning.

For new and startup business owners and even established ones, it can feel like everything will fall apart if you’re not there tomorrow. Having a clear and carefully crafted contingency plan including a key person analysis can mitigate risk and create clarity for you, your company, and your shareholders. At The Advisor Guide, we can help you develop sound contingency plans that ensure the strength of your business no matter what.

Plan for the next iteration of your business.

Over 80% of businesses don’t make it to the hands of the second generation, and of those, only 3% survive for the third. That’s why we consider a thorough plan of business succession vital for any business owner. We’ll help you get a plan in place, analyze critical people, and create a comprehensive strategy to ensure your business benefits from your lifetime of hard work.