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Helping Business Owners Make
Smart Financial Decisions

At WestPac® Wealth Partners, our main goal is to help you make smart financial decisions. Think of us as your Financial Coach, guiding you through the complex financial world we live in today. We chose to work with privately-held businesses because we believe these businesses have special financial concerns that most of the financial services industry overlooks. Many companies do a great job with "group benefits" like 401(k) plans, health insurance, and disability insurance, but they only focus on those products. On the other hand, some companies do really well at managing individual wealth, but that doesn’t always cover what business owners need. If you would like a complimentary business valuation, or if you'd simply like to chat with one of our specialists, simply fill out the form below!

Navigating the Grey Area

Navigating the Grey Area

For closely-held businesses, it’s often difficult to draw a clear line between personal and business finances. There’s a lot of overlap, or “grey area,” where the two intertwine. This presents a unique challenge for business owners: how to leverage their business for personal financial gain or use their personal finances to grow the business or plan for an exit—depending on their goals. This is where WestPac excels. We operate in that grey area, helping you navigate the complexities of business and personal finances, so you can achieve your objectives with confidence and clarity

Coordination of Advisors

Coordination of Advisors

Business owners often gather various advisors throughout their careers, each bringing different perspectives as part of a transactional approach that may sometimes conflict. Few advisors consider the comprehensive view of the business.

Crafting a robust business plan demands a team approach, with advisors specializing in different areas yet aligned with your vision. The planning we engage in cannot be managed by a single advisor; it necessitates a consultative approach and the coordination of a high-performing team, each member contributing unique talents and skills.

Effective coordination of your advisor team enhances efficiency in your planning, helping you avoid pitfalls and contradictory advice.

Strategic Decisions

Below is a list of common concerns business owners have before becoming our clients. We understand that decisions and coordination with advisors can bring uncertainties, particularly about value, integration, and alignment with long-term goals. We address these concerns to help ensure clarity for our clients regarding business strategies like these:


Monetization of your Business

Ultimately, every business owner will transition out of their business. The key considerations are the timing, the buyer, the valuation, and the exit terms. Whether selling to an external buyer aiming for maximum sale price or to an internal party seeking a smoother transition at a lower cost, the planning starts now to ensure all necessary elements are in place to allow you to exit on your terms, however, and whenever that might be.


BUSINESS VALUATIONS

Business Valuations

As a business owner, it’s important to know the value of your business. We utilize the latest technology and a seven-step process to determine the value of your business.

Our Process
Our History
Our Values