Business Protection Planning

We help business owners identify and prioritize the protection and financial strategies that are critical to the ongoing success of the business — throughout every stage of the business. By understanding the value of your business as the foundation, we can help you address the core planning pillars — family, business, future and team — so you can help minimize personal, business and financial risk.

G Wealth can help you:

• Attract and reward top talent — and protect your business in the event that you lose one of them
• Design a strategy to transition the business in the manner in which you choose
• Protect your family and your business in the event something unexpected happens to you or one of your business partners
• Create a retirement strategy that isn’t solely dependent on the business
• Understand the value of your business, as well as what’s driving that value
• Identify the tax advantages available to you as a business owner

* Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.