How we can help
Your goals as a business owner should support your vision. This is where Farber Wealth can help. The end result? A holistic financial plan for your business, where we focus on achieving your unique goals. This may be complex—but it doesn’t have to be.
Supporting your vision
In order to ensure we address all the main areas of concerns for business owners, we follow the process set out in the triangle below.
- Maximize legacy—strategies that make sure the wealth you’ve built goes where you desire for the benefit of the next generation
- Maximize retirement income—income sources, timing, business exit plans and taxation
- Maximize retained earnings—optimize the use of retained earnings to diversify your business wealth
- Minimize tax—reduce exposure to taxation in the short and long term
- Maximize structural security—ensure your corporate structures have the future in mind both for tax planning and risk minimization
- Minimize financial risk—protect your business from loss of the people who drive its success
Need a benefits plan for your employees?
Your employees are your number one asset—and their corporate group benefits should reflect this belief. We provide comprehensive guidance across major risk, investment and administration platforms. Get started
The Financial Planning Process for Business Owners
We help successful owner-operators monetize their life’s work.
Our process for business owners focuses on ensuring your requirements are maximized to create a lasting legacy and optimize your wealth. We provide an action plan that will minimize your financial risk and maximize the wealth your business creates.
Entrepreneurs often risk it all on an idea. When it‘s successful, you need a team of professionals to help you maximize the wealth you’re creating and minimize risks you face. As your financial planner, our holistic planning approach will give you the clarity and confidence you need to make your financial goals and dreams a reality.
As a team, we collaborate to identify and gather an understanding of your needs and concerns and together we establish the highest priority activities that need to be addressed. Our comprehensive planning process enables us to work with you in guiding the team, making it a simple, cost effective and optimized throughout.
Once we understand the important issues, relative to your priorities, we outline our findings in a written discovery summary. When we review it together you’ll have a chance to decide whether to move to the next step.
On engaging with us to help you solve the problems and address the opportunities identified you’ll have opportunity to select exactly how you would like to utilize our services.
We recommend the best corporate strategies and tax efficient solutions that will support your financial goals. We consider a broad range of financial products and solutions that meet your needs and ensure a good fit to your corporate culture.
We are strongly focused on staying within the recommended structures, working with you to create solutions that will minimize your risk, protect cash flow and create strategies to benefit the organization, enabling growth. The journey will be easy to manage and simple to understand.
As a business owner we know that your circumstances change. It’s inevitable. We work with you to track and review your plan, whether on an annual basis or as circumstances change. We recommend, plan and adjust your goals as your requirements change. Staying on target is as important to us as it is to you, and as a team we work with you to achieve this.
Meet your team
Our qualified and experienced team has worked with thousands of business owners across the globe, with proven success in growing, managing and preserving wealth.
Let us do the same for you.
Sometimes a fresh set of eyes is what you need to move your business forward.
Contact us today to find out how we can support your restructuring, financial, human capital, consulting, or wealth needs.