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Business Owner Solutions

As a successful business owner, you've got enough on your plate already. The last thing you need is to evaluate retirement plans, exit strategies, gap analysis and more.

Services Include:

  • Business owner planning:
    • Understand the impact of your partnership/ownership changes.
    • Evaluate the sale of your business to increase your understanding of how that would impact your unique financial situation. 
    • Balance estate planning and multigenerational intentions.  
    • Ensure your business assets are properly insured and your personal assets are separate and out of arms reach of business litigation.  
    • Sponsor small business retirement plans
    • Help decide which retirement plan is best for your small business (401(k), Pension Plan, Defined Benefit Plan, SEP Plan, SIMPLE IRA, etc.)
  • Exit and liquidity planning:
    • Build succession plans balancing factors like taxes, liquidity, and estate implications. 
    • Portfolio tax coordination with any tax windfalls or special investment strategies to plan for special tax year.
    • Coordinate with business valuation coaches, Certified Exit Planning Advisors, and other professionals.
    • Accurately track the value of your business over time

What you can expect from us,

should you choose to embark on your financial journey with Stratos Private Wealth, we want you to take our service on a test drive. Three meetings to help define your life goals, gain a better understanding of where you're at now and a plan for going forward. Confidential, trusted and complimentary. 

Ambassador Call
No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.
Introductory Meeting

We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan. 

Custom Plan Design
With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments
Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances. 

Take the next step

Schedule time to speak to a SPW advisor and find out how we can tailor your finances to you
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