Business Owners

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Business Owner Solutions

At Solano Wealth Management, we provide strategic guidance to business owners navigating the complexities of building, growing, and transitioning their businesses. From succession planning to executive benefits, our team offers customized strategies that align your business objectives with your personal financial goals.

 

Our Services for Business Owners

Succession Planning

Who will lead your business when you're ready to step away? Whether you're planning to pass the company to a family member, pursue an IPO, sell to employees, or transition to a private equity firm or competitor, we help you build a clear, strategic exit plan. Succession planning seeks to ensure that your business continues to thrive—even after you step aside.

Retirement Plans

We offer a wide array of retirement plan solutions tailored to your business, including SEPs, SIMPLE IRAs, 401(k)s, 403(b)s, deferred compensation plans, and cash balance plans. Our team works with you to design and implement plans that meet your business goals and support your employees' financial futures.

Group Benefits

Comprehensive employee benefits are key to attracting and retaining top talent. We help you navigate group benefit options—including health, life, and disability insurance—with a goal of ensuring you offer competitive packages that balance value and cost.

Tax Planning*

Business ownership opens the door to many tax-saving opportunities. We work closely with you and your CPA to uncover and implement tax strategies—from retirement plan contributions to charitable giving—that align with your short- and long-term goals.

Risk Management

Every business faces unique risks. We take the time to understand your operations and develop insurance and risk mitigation strategies that protect your business. We also seek to ensure your business structure safeguards your personal assets from potential exposure.

Coordination of Advice Providers

Your financial picture involves many moving parts—and multiple advisors. We coordinate communication and strategy between your CPA, attorney, insurance professionals, and employee benefit specialists, keeping your entire team aligned and focused on your long-term vision.

*Neither Solano Wealth Management, nor LPL Financial, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.