Business Owners

The Biggest Questions for Business Owners

What is the best way to accumulate my personal wealth while my business is growing? How should I transition out of my business? How can I use the wealth I’ve earned to support my retirement?

The biggest questions that owners face with respect to their wealth all have one common thread: tax.

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Understanding the impact that tax will have on your income, savings and future wealth in all possible scenarios, is the key to choosing the right options. That’s why we ask the question, shouldn’t tax knowledge be central to your wealth advice?

Through each of our four distinct service levels, we develop custom strategies that help take advantage of all opportunities to save on tax. These often include:

Asset Management

  • Using diversification strategies to manage risk
  • Accumulating wealth within your business
  • Using income-generating investments to help manage cash flow
  • Coordination with your professional partners and fee reports for your tax preparer

Financial Planning

  • Creating a tax-mitigation plan encompassing the central aspects of your wealth
  • Planning your retirement cash flow to maximize Social Security, balance income sources and mitigate tax liability
  • Planning transitions like business succession to help ensure efficient transfer of wealth

Enhanced Financial
Planning

  • Using insurance strategies to manage risk and defer tax
  • Using alternative investments to improve diversification
  • Building your personal wealth for retirement
  • Extracting capital from your business tax-efficiently

Comprehensive
Wealth Management

Providing all aspects of the other three service levels, as well as a number of personalized features and resources that include:

  • AEGIS Tax Gap Analysis: Business and Personal Wealth
  • 12-Part Business Succession Guide
  • Business Tax Restructure
  • Financial Life Plan
  • Annual Stakeholders Meeting
  • Wealth Transition Guide

12-Part Business
Succession Guide

In our experience working with all kinds of business owners, the succession of the business is simultaneously one of the most important goals owners have, and one of the least talked about aspects of running a business. This guidebook bridges the discussion of succession, long-term plans and the possibility of family members or third parties eventually acquiring the business.

If the value of a dollar can be cut in half by tax, the value of a wholly tax-efficient investment and wealth plan can be remarkably high. This is the opportunity we create for our clients.

William Bowman, CPA
President
Senior Advisor, RJFS

AEGIS Tax Gap Analysis:
Business and Personal Wealth

Between your personal and business wealth, the complexity of your tax liability can make it easy to miss opportunities to save money. Exclusive to AEGIS Financial and developed by our team of advisors and CPAs, this analysis process helps to clarify your tax situation and identify the steps to improve overall efficiency.

As an owner, are you taking advantage of all the opportunities you have to save on tax?

Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

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