Comprehensive Wealth Management for Small Business Owners

Statistics show that 80% of small business owners’ net worth is tied directly to their business. Understanding this (and building strategies around this concept) is vital to maximizing the financial goals of the owner. Our process of wealth management for business owners focuses on the idea that ALL your assets, including the sellable value of your business, need to be grown to their maximum value in order to meet your long-term financial goals. This means we are not simply personal financial planners or business coaches. Here at Heritage Investors, our extensive training in business value growth and exit planning strategies, merges both personal and business, along with taxes, insurance, legal, into clear, actionable plans for you and your business’s future.

If you own a small business that has a single-owner our Basic Business Planning is designed for you. Your personal retirement goals are directly connected to the success of the business… both the day-to-day success and the sellable asset it will become.

If you own a larger business with special considerations and long-term planning requirements that only a Certified Value Growth Advisor™ can build strategies for, then our Complex Business Planning is the best option. The complexities of, for example, exit planning - for both the owners and employees, is a complicated and ever-changing process that not just anyone has the experience to handle. Here at Heritage, we have that training. We will be pulling together with your company’s principal owners, key staff, CPA, banker, lawyers, and anyone that has an effect on your finances, to drive your long-term growth.

As you can imagine, this process of gathering, assessing, modifying, and monitoring the numbers can be an in-depth and complicated process. This process becomes exponentially more complicated having both personal and business growth planning working in tandem. It takes a special team with unparalleled knowledge and experience to accomplish this monumental task. The team at Heritage Investors has been trained as CERTIFIED FINANCIAL PLANNERS™, Certified Exit Planning Advisors, and Certified Value Growth Advisors™. This expertise along with years of experience (as well as living the life of entrepreneurs ourselves) makes us unique, not just here in Knoxville but also around the country.

As part of this highly specialized process of financial planning, we might work through and implement some or all the following areas:

Learn more about how we tackle each of these areas:

THE WEALTH MANAGEMENT PROCESS

THE BUSINESS VALUE GROWTH PROCESS