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 expertise and 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 world class 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.
Let’s take the next step, together.
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through Kestra Investment Services, LLC, (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC, (Kestra AS) an affiliate of Kestra IS. Boden Wealth, is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.