Why You Need a Business Succession Plan
Helping entrepreneurs get more from what they’ve made.
Business owners and executives have a lot to focus on, and the time required for proper personal wealth management is often in short supply. That’s where Avidian Wealth Solutions comes in.
Our multidisciplinary team offers a comprehensive approach to wealth management for business owners, executives, and entrepreneurs, working with you to streamline and optimize your financial life so that you can keep your focus where it matters most.
Our experienced team of wealth management professionals offers personalized solutions customized to fit your individual goals and circumstances, helping you consolidate your personal and professional finances into a cost-effective plan that evolves with you and your life.
The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.
How we help:
Learn more about our investment management strategies.
*For qualified clients only
Billion in client assets under management **AUM based on AWS current FORM ADV
Years of success
With the right advice and guidance, business owners and executives can make well-informed decisions that will help them reach their financial goals while simultaneously protecting their assets and positioning themselves for a graceful exit.
As your wealth management partner, we aim to provide personalized strategies tailored to your specific needs and objectives, helping you create a plan that simplifies your current situation and positions you for long-term growth and security.
Our tailored wealth management solutions for founders and executives cover a wide range of financial aspects including but not limited to:
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.
Many business owners don’t want to think about giving it up, but what if the unthinkable happens? When done correctly, succession planning 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.
Through our family office environment, we help our clients develop strategies for 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, and business retirement and liquidation.
By taking advantage of simple tools such as employer-sponsored plans and individual retirement accounts (IRAs), in partnership with Avidian, small business owners can work towards setting themselves up for long-term success and peace of mind during their golden years.
Small business estate planning is an important part of protecting your legacy. Taking steps now could help protect yourself and your loved ones from any unexpected financial surprises down the road, giving formal directions so that your wishes are respected.
Avidian can work collectively with your existing financial team to identify areas for potential tax savings. Our high-net-worth tax strategies cover multiple aspects including tax reduction, maximizing credits and deductions, reviewing tax returns, and annual tax-loss harvesting.
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
Avidian was built with the multifaceted needs of entrepreneurs and business owners and executives front of mind. We know first-hand how many unique considerations go into ensuring your continued financial health and have assembled a multidisciplinary team capable of helping you work toward optimizing your financial life — from expansion to succession and beyond.
What Avidian offers you:
Avidian has more than two decades of experience working with founders and their families. When you partner with us, we can work together to bring clarity, stability, and security to your financial life so that things such as your estate plan and exit strategy are consistently updated to reflect your current wishes.
With Avidian as your wealth management partner, your financial life will have the opportunity to become more consolidated, better coordinated, and therefore more cost-effective. When applicable, we work off a five-pillar model, assessing and analyzing your current situation from multiple angels. From there, we have the ability to create a comprehensive plan for the future, implement that plan and monitor its progress over time. We keep in regular communication with you to set your plan up to stay in sync with changes to both your personal life and professional financial goals.
Whether you’re coming to us concerned about the performance of your portfolio or you’re outgrowing your current advisor, we understand that your life as a business owner is ever-changing, and that your financial partner should be able to help your financial plan reflect those changes.
We work closely with you and update our strategies as needed to account for any new developments, goals, or milestones. We also provide access to wealth solutions spanning from estate planning to small business retirement planning and employee benefits counseling so you can make informed decisions that align with your goals.
Two-thirds of business owners don’t have formal succession strategies in place. Are you one of them? A business succession plan isn’t only important for the owner — it’s vital for all stakeholders, employees, and clients as well. 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 seven questions.
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.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*