SERVICES
business owners
As a Business Owner, you’ve likely spent a large portion of your life building and growing your business. You’ve poured your time, money, energy, and heart into something you can be proud of. But when it comes to exit your business, you’re often left in the dark. Do you sell externally? Internally? Gift to heirs? What are the tax implications of these decisions? Will the exit be enough to accomplish your personal goals? This is where Boden Wealth comes in. Our process will help you successfully execute your desired exit plan.
Wealth Enhancement
Deal & Structure Payout
Not all deals are created equal. At the end of the day, what matters isn’t how much you are offered; it is how much you keep.
Liquidity Management
A well-vetted asset plan will help you make smart decisions with your capital and allow you to fulfill your dreams now and in the years to come.
Investment Vetting
Proper vetting takes investment ideas from your family & friends (or your buddy on the golf course) & runs them through a thorough analysis to determine whether they are in your best interest and fit with your plan.
Charitable Giving
From selecting the most efficient method (direct gifts, donor-advised funds or private family foundations) to selecting causes and specific organizations that will leave a lasting legacy for your family & the community
The B.O.R.N. Team
Our strategy includes collaboration with our team of professionals. The Business Owner Resource Network (B.O.R.N.) Team has been hand selected to meet the complex needs of our clients.
Business Owner Wealth Stress Tests
Stress testing challenges the wealth planning a business owner has implemented or is considering implementing to assess the likelihood of its efficacy in different scenarios and at delivering the expected results.