As a business owner, you work hard for your customers, asking tough questions and making important decisions to keep your business moving forward. As business owners, we understand that it takes planning and perseverance to succeed.
In serving many successful business owners and entrepreneurs, Truepoint delivers clarity and confidence around a range of financial needs and issues, from tax preparation and succession planning to equity events and retirement planning. Our team of specialists can tailor strategies and solutions to help you achieve your unique goals and objectives, while managing the complex interactions between personal and company finances.
Looking for a Personal CFO?
As an independent advisor, Truepoint helps business owners with:
- Tax Management: Strategic and proactive tax planning can address the unique challenges for business owners, whose wealth is closely tied to their companies. Keeping you aware of the latest tax code changes, our tax specialists help you minimize your tax liability and work closely with financial planners and investment specialists in integrated, collaborative teams.
- Retirement Planning: Whether retirement is years away or right around the corner, we can help prepare you and your business for the transition. We also offer institutional services to help you manage and administer company retirement plans.
- Succession Planning: Succession planning takes time, and if you’re working towards retirement, want to sell your family business or are ready to change careers, we can help you evaluate the opportunities and structure plans to fit your personal and professional goals.
- Equity Events: With the right advisory team in place, you can prepare your business in advance for a future sale. When the offers come in, our experts can help you understand your options for structuring the sale, the best way to time payouts and how to avoid common risks.
An Independent, Integrated Approach
We are wealth management experts with a disciplined and balanced perspective on financial planning, investment management and tax planning and preparation for business owners. Based on our fiduciary role, our integrated approach ensures that the right specialists and experts are available within your Truepoint team to help you manage your financial life effectively. And we pride ourselves on working effectively with our clients’ other advisors, including existing accounting, finance and legal teams.
Contact a Truepoint advisor today to learn how we can help you prepare your business for the future.