Business Owners - TrailWise Financial Partners

How We Help

Small Business Owners

You've Built Something Amazing...

Small Business Owners have a special place in our hearts. We know how much blood, sweat and tears go into building and sustaining a business. Oftentimes, we’ve found that some of the most successful business owners don’t have MBAs or other classical business training. These are the people we want to come alongside, as a partner, to help them in building a sound financial foundation that strives to foster growth and stability in their business for years to come.

Business Consulting

You started your business to provide a service or product that is essential to your market, but don’t you wish you could spend more time on actually delivering that service to your customers? Our small business owner clients are faced with that universal challenge of trying to balance working ‘on’ the business versus working ‘in’ the business.

We come alongside our business owners to take some of the responsibility of working ‘on’ the business. We help…

organize your cash flow to understand where your capital is actually going.
streamline your business planning process.
determine an efficient organizational structure.
set up group retirement plans and employee education in retirement saving/investing.
identify tax planning approaches that could benefit your specific entity structure.
discuss financing options when it’s time for expansion or the next step.

Or, we can simply be a sounding board when you need someone to talk through your ideas. The bottom line is we understand you need an advocate when it comes to running your business, and TrailWise is equipped to be that guiding partner along your journey.

Exit and Succession Planning

You’ve lived the dream and created something out of nothing. All of the sleepless nights, long hours and tireless efforts have become a living, breathing, sustainable entity. And now you’re thinking about what comes next.

Often, the conversations surrounding transition plans are fraught with tension. Everyone wants to ensure their own stability as well as the success of the business. These conversations require careful planning and navigation, and many financial planners want to steer clear of these treacherous waters.

But not us.

As with every client, we take a holistic view of small business transition planning. We want to help you with a plan to provide for the continued health, not only for the bank accounts but also for the relationships. This is especially true of family owned businesses. We recognize that you will continue to sit around the table with your successors long after the papers have been signed.

Let us help you create a plan that addresses the financial and personal aspects of transitioning your dream into the hands of future generations.

Client Login:

Access Your Accounts: LPL Account View

Access Your Financial Plan: The Lodge

Access your TrailWise Client Portal

TrailWise

Find Your Path

Meet with Us

Find Us Here

Investment Advisory Services offered through TrailWise Financial Partners, a Registered Investment Advisor.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. TrailWise Financial Partners’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

Privacy Policy

Disclosures | Disclaimers