Business Owners
Business Owner Solutions
Your business and your wealth, planned as one story.
The value locked in your company only becomes peace of mind when it transfers cleanly to your life, your family, and your legacy. We make that hand-off deliberate, aligning your exit, tax, retirement, protection, and estate into one plan.
Schedule a callCapabilities
Business Owner Solutions
Preparing the Business for Transition
- Readiness assessments and a realistic timeline
- Paths for family, key employees, or an outside buyer
- Value-building with M&A specialists, CPAs, and counsel
Protecting Value Through the Sale
- Structuring to soften capital-gains and income tax
- Trusts, charitable vehicles, and insurance for efficient transfer
- Turning concentrated equity into liquid holdings
- Planning for liquidity events and installment sales
Owner & Team Retirement Design
- 401(k), defined-benefit, and cash-balance plans
- Deferred comp, SERPs, phantom equity
- Buy-sell agreements and the insurance that funds them
Protecting the Balance Sheet
- Personal and business risk in one view
- Entity structure and asset protection
- Key-person, overhead, and disability coverage
From Enterprise Value to Legacy
- Folding proceeds into your estate plan
- One coordinated table of attorneys, CPAs, and governance advisors
- Philanthropy structured around your impact
Start a conversation.
Tell us a little about you. There's no pressure and no obligation. Just a conversation.
Contact usInvestment advisory services offered through Pax Mentis. Certain services described are provided in coordination with outside professionals and may be subject to eligibility and availability.