Private Wealth Services

Business Owner Advisory Services


From establishing a business, through its sale and beyond, Waldron will work with you to create a roadmap of advisory services that will help you realize your goals and achieve your vision of success.

BUSINESS OWNER ADVISORY SERVICES TO BRING A VISION TO LIFE

Valuation Coordination

We’ll help you make an assessment of a company’s real value, whether in preparation for a sale or as part of your overall financial management.

Business Growth Consulting

Making an acquisition, expanding, issuing debt? Simple growth is not always the end game. We can help you understand the consequences of your business decisions and how they will affect your entire financial picture.

Entity Ownership Structuring

How ownership is structured right from the start can make a huge difference in the ultimate disposition and sale or transfer of the enterprise.

Business Succession Planning

Will the business pass to your heirs, be sold or donated to charity? Setting out a vision for succession early—and revisiting it regularly—is essential.

Pre-Transaction Planning for the Sale of a Business

We work collaboratively with the business owner’s M & A attorney, estate attorney and accountant to verify that estate planning vehicles align with defined lifestyle and legacy goals.

Post-Transaction Planning for the Sale of a Business

We will help you prepare for the impact the sale of your business will have on the funding on your lifestyle, the management your personal affairs, and the management of your balance sheet.

Buy/Sell Agreement Consulting and Funding

The entirety of your holdings needs to be considered in the type of agreement made for the sale of a business. Use of escrow and timing of disbursements can have a great impact on your exposure to state and federal taxes.

Interested in learning more about business owner advisory services? View our additional resources and get a free copy of John Waldron’s “The Entrepreneurial Journey” below.


Ready to Simplify Your Wealth?

Simplify Your Wealth


We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

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