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Financial Planning for Business Owners

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Running a business can be deeply personal. At Avidian Wealth Solutions, we understand that. Our team is comprised of industry experts who are well-versed in the complexities that many business owners and entrepreneurs have to face. We can assist you with everything from comprehensive wealth management to financial planning for business owners.

Many business owners aren’t sure if they need help positioning their company for long-term success. If this is you, ask yourself these four questions:

  1. Have you been looking to sell your business?
  2. Are you lacking a well-defined succession strategy?
  3. Are you paying too much in taxes?
  4. Do you lack confidence in your plan for the unexpected?

When you work with a wealth advisor at Avidian, you can move forward in confidence that the future of your business is in trustworthy hands. As a fiduciary financial advisory firm, Avidian Wealth Solutions is legally required to act in your best interests. Our financial advisors can assist with various avenues of your financial plan including planning for business succession, tax planning, risk management, and more.

Two-thirds of business owners don’t have formal succession strategies in place. Don’t be one of them. Learn more about our financial planning for business owners by contacting Avidian today.


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*AUM based on AWS current FORM ADV

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How can Avidian help with financial planning for business owners?

You’ve used your expertise to build a remarkable business Now it’s time to ensure that its financial future is secure. At Avidian, our multidisciplinary team of industry-leading professionals helps large and small business owners and entrepreneurs maximize the value of their business by working with them to create a comprehensive financial plan.

At Avidian, financial planning for business owners includes everything from planning for a smooth transition to the next generation of entrepreneurs to weighing the value of tax-efficient investments against losses. We work with business owners to create a thoughtful financial plan designed to meet or contribute to each part of your overarching goals.

Access to a multi-disciplinary team of industry professionals

At Avidian Wealth Solutions, many of our clients are owners of small and closely held businesses. By bringing together people with expertise in estate planning, investment analysis,  investment specialists, and Certified Financial Planning, we work with you to achieve the highest possible valuation of your business as well as its continuity beyond your time. This is the Avidian Difference.

Avidian teams in meeting rooms across from each other

Risk management strategies

Owning a business comes with financial risks pertaining to debt, cash flow, insurance plans, and succession planning. Through our family office environment, we offer financial risk management in Houston and beyond that helps our clients develop strategies for these business risks including:

  • Using cash flow to leverage or eliminate debt
  • Benefit analysis of cash purchase versus financing
  • Collateralized lending strategies
  • Business estate planning and/or business succession
  • Business retirement and liquidation

By partnering with Avidian, you can gain peace of mind that your finances are being handled to the highest standard of care. Our fiduciary advisors work regularly and meticulously to reduce the risk and increase the potential for successful business growth.

Advisor team looking at stock market chart on iPad

Tax reduction strategies

What happens to your tax liability with proper financial planning? It’s all about how you spend, save, and share. When you create a comprehensive financial plan with Avidian, you could minimize your tax burden and work towards securing your financial future.

Avidian can work collectively with your financial team to identify areas for potential tax savings. Our high-net-worth tax strategies cover multiple aspects including high-net-worth tax reduction, management of short- and long-term capital gains, and annual tax-loss harvesting.

Federal Tax forms

Succession planning and exit strategizing with Avidian Wealth Solutions

Many business owners don’t want to think about giving it up, but what if the unthinkable happens? Do you have an exit strategy in place? At Avidian Wealth Solutions, we have found that both exit planning and succession planning are integral parts of long-term business planning. When done correctly, it can provide you with a smooth and tax-efficient method of business succession in the event of an unexpected change such as illness, disability, or divorce.

A business succession plan benefits more than just the business owner. It’s vital for all stakeholders, employees, and clients. Whether your goal is internal succession planning, external succession, or a combination of both, we believe that all business owners should be able to answer these five questions:

  • What does a successful transition look like for me?
  • What is the valuation of your business?
  • 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?
  • What are you doing to effectively scale your business?
  • Are you able to demonstrate consistent growth?

Our financial advisors can help you understand the many factors that influence your answers to these questions and create a succession plan that makes for a strategic transfer or sale of your company. How can we help? Avidian can help you prepare for sale or transfer by simplifying coordination between valuation consultants, legal and financial teams, as well as assist in developing a tax-advantaged strategy to include risk mitigation.

Let us help the business you’ve worked so hard to build endure long past your lifetime.

Learn more: Most Business Owners Have No Succession Plan or Exit Strategy

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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*