Broker Check

Business Planning

A Team Approach to Business Planning 

Your business is likely your greatest asset.  The TrueWealth Advising Group team can help to protect and advance your business by equipping you with knowledge and power through an innovative and sustainable financial planning process.  Our team has the proficiency as well as the resources to assist you in creating and implementing a comprehensive financial plan.  We believe in a team approach to planning which includes input from your trusted professionals (CPAs and Attorneys) or our trusted professional partners.  Accountants and attorneys contribute to the planning process by providing a unique and valuable perspective from their corresponding areas of expertise. 

Business Valuations by Biz Equity – Discover the Value of Your Greatest Asset

What’s Your Business Worth...and WHY it Matters
“Understanding Your Value Now Allows You To Maximize Your Value Later”

A very small percentage of small business owners truly know what their business is worth.  TrueWealth Advising Group has invested in technology to help ensure that our business owner clients have the facts needed to make sound planning decisions. Our innovative technology harnesses the power of big data to deliver accurate and efficient business valuations. The tool is easy to use and is backed by a sophisticated engine that has been trusted by millions of business owners worldwide.

Four Major Reasons Business Owners Neglect to Perform a Business Valuation

1.) Too Expensive - TrueWealth Advising through BizEquity is able to offer affordable valuations.

2.) Time Consuming – Typical valuations take up to 4 weeks.  This has a much faster turnaround.

3.) Complicated – A BizEquity valuation is fast, efficient and collaborative.  We can assist you!

4.) Not Now – Don’t wait until the inevitable “event” occurs.

A business valuation can put you and your business ahead of the competition. Knowledge is power and knowing your business’s value allows you to ensure your plans and goals are on the right track. Incorporating a business valuation into your overall business plan is part of our process and sets TrueWealth Advising Group apart from our competition.

Let us generate a business valuation to give you the facts you need to make sound financial decisions.  TC113904(0420)1


Strategies for Business Owners

Risk Management

Business Insurance is necessary to protect the business owner and shareholders from economic loss.  Insurance products can also be a vital component of your strategic financial planning. Life Insurance for owners & key employees

  • Key Person Insurance
  • Golden Handcuff Strategies (rewarding & retaining faithful employees)
  • Disposition of a Business Owner’s interest due to death or separation from the business
  • Funding of entity buy/sell agreements
  • Disability Insurance

Employee and Executive Benefits

  • Business Succession Planning
  • Financial Statement Review
  • Qualified Plans (a valued benefit to employers and their employees due to the tax status conferred on these plans)
  • Executive Bonus Plans (tax advantaged strategies that allow you to contribute towards a secure retirement)
  • Split Dollar Plan (opportunity for 2 parties to share in the costs and benefits of a permanent life insurance policy)
  • Non-qualified Deferred Compensation Plans