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844-WestPac

Business Owner Solutions

If you’re like many successful business owners, you worked long and hard to make your business what it is today. And the day-to-day demands of running your company may have distracted you from taking the time to develop a successful strategy for your retirement.

At WestPac Wealth Partners, we understand that taking all the necessary steps to protect what you built and staying ahead of the competition to continue to grow, takes time and effort. You probably work with multiple professionals such as accountants, attorneys, insurance agents, financial planners, and other professionals, but they probably have never come together in one room to discuss how a decision made by one of them will affect your overall financial picture. At WestPac Wealth Partners, we are committed to becoming your quarterback for all your financial decisions. We will guide you in implementing the right business strategies to generate the highest possible tax deductions and increase your cash flow in order for you to fully concentrate on your business goals and dreams.

What is Exit Planning?

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. What kind of “Exit Plan” allows a business owner to leave his business in style? And, just how is one created?

Plans obviously vary, but if properly crafted, each Exit Plan has several common elements and is the result of a proven step-by-step process. Owners often best grasp these elements, or steps, when framed as questions.

Business Valuation

As a business owner, it’s important to know the value of your business. We utilize the latest technology and a 7-step process to determine the value of your business.
Contact us below for a complementary business valuation!

Asset Protection

We believe a properly structured Asset Protection Plan should protect you from: taxes, lawsuit, and divorce.

To minimize your risk, we help you identify your options, find the right insurance coverage, protect your assets with trust documents, and utilize estate planning. Contact us for more details on Asset Protection Planning.



Receive a Complementary Business Valuation!

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