Your Business Helped Build Your Wealth. Your Financial Plan Should Protect It. 

A guide covering five strategies that may help you reduce taxes, build wealth outside your business, and plan an exit on your own terms. 

Your Complimentary Guide:
Wealth Management for Business Owners

Much of financial advice is written for employees with a steady paycheck and a 401(k). Business owners deal with a different set of problems: income that swings from year to year, a large asset that can be hard to value or sell, and a retirement plan that may be riding on a transaction that hasn't happened yet. 

This guide walks through five strategies that could help you build, protect, and eventually transition the wealth tied up in your business. 

What's inside:

  • Tax positioning strategies that may be available to business owners but not employees 

  • Why relying on a future sale as your retirement plan can carry more risk than it looks like on paper 

  • The insurance and protection gaps many owners don't discover until it's too late 

  • What to think through before starting exit or succession planning 

  • Questions worth asking before choosing a financial advisor 

Send Me the Guide

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“Prosperity”), an SEC registered investment adviser.  Registration as an investment adviser does not imply a certain level of skill or training. Kaup’s Tax & Wealth Management is not a subsidiary or affiliate of Prosperity Capital Advisors or its affiliated companies. Prosperity does not provide tax or legal advice. For more information, please visit www.adviserinfo.sec.gov. Please review our Client Relationship Summary (Form CRS), Form ADV Part 2A, Privacy Notice, and your advisor’s ADV Part 2B for more information before investing. 

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