SERVICES
Wealth Planning for Business Owners
As a business owner, you’ve spent years building something you’re proud of. But when it’s time to exit, decisions come fast: sell externally, sell internally, or pass it to family? What are the tax implications? Will the proceeds support the life you want next? Boden Wealth works with business owners across Central PA to plan the exit, and the years leading up to it, so those decisions are made on your terms.
How We Help You Prepare for Exit
Wealth Enhancement
Deal & Structure Payout
Not all deals are created equal. At the end of the day, what matters isn’t how much you are offered; it is how much you keep.
Liquidity Management
A well-vetted asset plan will help you make smart decisions with your capital and allow you to fulfill your dreams now and in the years to come.
Investment Vetting
Proper vetting takes investment ideas from your family & friends (or your buddy on the golf course) & runs them through a thorough analysis to determine whether they are in your best interest and fit with your plan.
Charitable Giving
From selecting the most efficient method (direct gifts, donor-advised funds or private family foundations) to selecting causes and specific organizations that will leave a lasting legacy for your family & the community
The B.O.R.N. Team
The Business Owner Resource Network (BORN) brings together the professionals a business owner needs at each stage: attorneys, CPAs, and valuation specialists, coordinated by your Boden Wealth team so nothing falls through the cracks.
Business Owner Wealth Stress Tests
Stress testing challenges the wealth planning a business owner has implemented or is considering implementing to assess the likelihood of its efficacy in different scenarios and at delivering the expected results.
These free assessments give you a quick read on how ready your business, and your finances, are for a future exit. Answer a few questions and get a personalized score in minutes.