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  • 20years of success.
    Founded in 2003.
  • 66Financial
  • $4Billion Client Assets
    under management

Helping you secure the financial future of your company

Although you can never know if or when the unthinkable is going to happen, you can plan ahead to ensure that the future of your company is not left up to chance. When done correctly, your business succession planning strategies can offer you peace of mind that the succession of your business will be how you envisioned in the face of unexpected life events like illness, disability, death, or divorce.

What is the importance of succession planning in business? Incorporating business succession planning into financial planning for business owners offers anyone with ownership interests, employees, clients, and family members a formal roadmap of how to handle business upon your exit. No matter if your goal is internal succession planning or external succession planning, at Avidian Wealth Solutions, we work with business owners and entrepreneurs to help them answer these five questions:

  1. What does a successful transition look like for me?
  2. What is the valuation of your business?
  3. How have you reduced the risk and increased the value of your business?
    • Have you hired key employees and professionals who are a good fit long-term?
    • Are your clients connected to the firm rather than to an individual employee?
  4. What are you doing to effectively scale your business?
  5. Are you able to demonstrate consistent growth?

If you aren’t sure how to answer the above questions, our financial advisors can help you create a formal succession plan that makes for a smooth and strategic transfer or sale of your business.

Customized wealth management plans

Considering the totality of your financial plan as a business owner is an integral part of large or small business succession planning. At Avidian Wealth Solutions, our team is able to help business owners and entrepreneurs with various areas of their financial plan including creating and implementing business succession planning strategies, tax planning, risk management, and retirement planning for high-net-worth individuals.

Incorporate your exit strategy into your estate planning

For many of our clients, leaving their businesses behind as their legacy to the next generation while ensuring that its success endures long beyond their lifetime is a priority. Whether or not you plan to leave your family members as your business’s successors, integrating your exit strategies into your estate planning in Houston, can help ensure that your business is transferred or sold exactly how you envisioned it.

Minimize tax losses

By partnering with Avidian Wealth Solutions for your business succession planning in Houston, we are able to help you prepare for the sale or transfer of your business by helping you develop a tax-advantaged strategy that incorporates risk management financial planning, developing a plan for potential increases in taxes as your business continues to grow.

Luke Patterson
Luke Patterson CEO, CIO