A Partner for Business & Life

Financial Planning for Small Business Owners

Freedom defined. Life designed.

Business owners have unique financial planning challenges and opportunities. From weatlh creation to succession, we are here to help bring clarity, structure, and support.

Support for Owners & Entrepreneurs

Experience has taught us many things over the years, and sharing is caring when it comes to commerce. It is our shared experience and strong network that make make us a trusted resources for our business owner clients.

Succession & Continuity Planning

Whether you intend to sell or keep your company, we are here to help you steward the value you have created. Regardless of your timeframe or circumstances, dialing in your succession and continuity plan is good business planning — period.

Tax Strategies

We work with tax advisors to help business owners reduce their tax burdens through strategic planning, creating a clearer blueprint that goes beyond the basics and the immediate tax year.

Financial Health

It feels easy to put off the important for the urgent. We want to help you secure your finances, where that means removing personal guarantees on business loans, setting up Golden Handcuffs for key employees, or taking profits off the table.

Your Work Matters

Building a business is hard work. The value you have created is worth protecting and enjoying. Let us help you increase the value by taking steps to avoid risk and creating a roadmap for your future.

That’s where Generous Wealth comes in. Our Certified Business Exit Planner can help you make future projections for your business and even make succession or transition plans. That way, you can rest assured that when the time comes to step away, you’ll have a clear roadmap to follow.

Get Started with Generous Wealth

Find the comprehensive wealth plan that you need for more clarity in your business and your life. Schedule a complimentary call with our team today!