Business Financial Consulting

Business Financial Consulting Services

Business Financial Planning & Management Services

Owning a closely-held business brings special opportunities and challenges. As a result, business owners’ financial planning needs are different than for other people. The business financial consulting services offered by Asset Advisors Group can help you answer complex financial questions and issues unique to business owners:

  • How do I exit from my business one day?
  • How can I use my business to build personal wealth?
  • What is the most tax efficient way to get cash out of my business?
  • What type of retirement plan should I have at my company?
  • Can I afford to start a 401(k) plan for my employees?
  • What does it mean to be a Fiduciary to the 401(k) Plan?
  • How do I motivate and retain top talent?

Asset Advisors Group, LLC offers fee-based business financial planning services to successful business owners while operating as an ERISA 3(21) Fiduciary for the 401(k) Retirement Plans. Our experienced business financial consultants help owners and their tax and legal advisors develop solutions in areas such as business financial planning and exit strategies, estate planning, retirement plans and investment planning.

Our business financial consulting services for successful business owners include the following:

Business Exit Planning

Eventually every business owner will exit from the business. When you entrust Asset Advisors Group with your business financial consulting needs, our team will work with you to create plans that fulfill important retirement, investment and estate objectives. Sound planning in this area may bring the client greater net value from sale of the business, or help preserve the family-owned business for the next generation.

Retirement & Executive Benefits Planning

We bring to our business financial consulting clients strategies to help create personal wealth while minimizing corporate or personal income taxes. Asset Advisors Group delivers custom-designed, tax favorable retirement plans and compensation plans tailored for business owners or their top employees. We help owners develop “golden-handcuffs” compensation strategies to motivate top employees to grow the business over the long term.

Investment Strategies & Financial Planning

We advise our business financial planning and consulting clients on investment strategies that are consistent with their business and personal goals, time horizon and risk tolerance. We meet regularly to review and update client objectives. Once a business owner exits from the business, we help structure their investment strategies to fill their income or asset growth needs.

Estate Planning

Estate planning is about determining when, how and in what manner assets will be passed to children, grandchildren, charities or other beneficiaries. For business owners, estate planning addresses how to plan for an illiquid business and how to help reduce risk from potential creditors. Sound estate planning may help our clients protects their lifetime’s assets from loss due to mismanagement or taxes.

Get More Information on Business Financial Consulting Services by Asset Advisors Group

Are you interested in finding out how Asset Advisors Group’s business financial consulting services can help you plan and manage the future of your business? Give our Atlanta-based team a call today at (678) 996-0962 to schedule a free consultation with one of our financial planning professionals.