You’ve put your time, talent and treasure into building a successful business. But have you done all the proper planning to make if efficient now and in the future? Whether it’s preparing for the sale or succession of your business, or addressing current benefits for you and your employees, we can help you approach these tasks with confidence.
Business planning with Gentry Private Wealth
- Company benefits/retirement plans
- Executive compensation planning
- Informal business valuations
- Buy/sell reviews: reviews and design
- Exit planning: key persons, ESOP, private equity or family
- Family transfers: family succession planning and counseling
- Business health analysis
Stress-testing your financial strategy
During a stress test of your business plan, we analyze the potential impact of real-world events such as a lawsuit, new tax law or personnel change. Will your business respond according to plan? We can help you identify and seal the cracks in your strategy so you can achieve your desired outcome. During a stress test, we focus on three key areas of wealth management.
When was the last time you reviewed your indemnification language or insurance coverage? Stress testing can reveal how protected your wealth really is.
We help you prepare for the windfall of selling your company. Exit planning includes minimizing estate taxes and transferring wealth to family members.
Stress testing can also determine if your retirement plan is appropriately designed to meet your desired financial outcome.
Peace of mind starts here
No matter who you are, achieving significant wealth naturally comes with elevated risks and financial complexities. Let’s identify and overcome them.
