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Business Owner Financial Planning

unique business financial planning are perfect for all business owners

Business Owner Financial Planning Solutions as Unique as You in Salt Lake City, Utah

The unique convergence of forces that occur when someone owns and operates a business requires a fluid and agile team of financial advisors. Since our inception, the number of business owners that have chosen our firm as their financial advisory partner has grown exponentially. We believe in growth, but we know business can be challenging so we work with you to dissect and understand the life you lead. That life includes a combination of uncertainty, opportunity and challenge that has to be fueled by financial transparency personally and professionally. For a business owner the line between their business and their personal life is not always distinct.

Through our Live it Forward process business owners are afforded the opportunity, often for the first time in their lives, to determine a path that allows them toward reaching for their business and personal objectives simultaneously.

Click this link to take The Business Exit Readiness Index(BERI), survey to learn more, and we will contact you with the results. 


Business Owner Planning & Advice:

Teaching you how to optimize your company’s value today.

  • Entity Selection
  • Business Value Estimate*
  • Business Assessment
  • Growth and “Shock Absorber” Capital
  • Equity and Synthetic
  • Equity Planning
  • Analysis of Tax Impact


Exit & Succession Planning:

Creating strategies, together, to capitalize on your wealth accumulation, asset transfer and exit vehicles.

  • Buy-Sell Analysis
  • Mergers & Acquisitions*
  • Cash Flow and Buyout Capital*
  • Family Transfers
  • Exit Planning & Sales to Outside Parties*
 *Services available from 3rd party resources not affiliated with LPL Financial.

Executive Compensation:

Explore the wide variety of taxable, non-taxable and deferred compensation plans

  • Long Term Performance Awards
  • Key Employee Protection
  • Corporate Benefits
  • Owner’s Protection
  • Equity/Synthetic Equity Compensation
  • Nonqualified Deferred Compensation

Corporate Retirement Plans & Benefits:

Guiding you on how to select and implement a tax-effective retirement plan that benefits both owners and employees

  • 401(k) Plans
  • Defined Benefit Plan
  • Profit Sharing
  • Retirement Income Analysis
  • Pension Plans
  • Group Insurance

Protecting Your Business From The Loss Of A Key Person

Choosing a Retirement Plan That Fits Your Business

*Offered through 3rd party unaffiliated resources.

Stratos Wealth Partners, Whittenburg Wealth Partners and LPL Financial do not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.