Wealth Planning

Wealth planning for small business owners presents unique challenges. Most financial planners are ill equipped to consider all the issues that confront the small business owner as he or she contemplates transitioning the business. The average financial planner is capable of valuing your investments. The small business owner's largest asset, however, is usually the business and business related assets. What is the business actually worth? What are favorable terms for a buyout of the business? How should a transition of ownership be structured to family members? These are the types of issues that LGR is uniquely qualified to address as you develop and implement your personal financial and estate plan. Let us know how we can assist you.