business owners

Business Owner Advisory Services

Clients who own their own business have special needs when it comes to financial planning and management. For many business owners there is little difference between the financial opportunities and challenges faced in their business and their own personal financial situation. These needs change over the life cycle of the business as the company moves from startup to growth to maturity. Strong financial planning, addressing both business and personal opportunities, is critical. We see this most often when business owners consider retirement and face the tough decisions on how to best harvest the fruits of their labors as they contemplate the issues of transitioning the business to family members, other business partners or outright sale of the company.

Our Business Owner Advisory Services can help you integrate your personal financial planning with that of your company and set the stage for a sound financial future.Our services in this area include:

  • The full scope of company and owner retirement planning including 401K strategies/management and defined benefit plans
  • Strategies for harvesting business equity
  • Tax efficient owner transition and exit strategies
  • Outright sale of business assistance
  • Alternatives for financing growth and acquisition
  • Transitioning strategies for next generation family owners
  • Developing tax efficient owner and executive compensation plans

Whether you are just starting a new business venture or contemplating the sale of your closely held company, we have a team of experienced financial and business consulting specialist ready to assist you. As is often the case, we welcome the opportunity to team with your current professional advisory team including CPAs, attorneys and bankers to work seamlessly in addressing the financial challenges and opportunities of small business ownership.


Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2019. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]