Business Advisory

Your business. Your life’s work. Poised for greater purpose.

"We are bullish on the American Dream."

For many entrepreneurs, the business represents both a major asset and a personal legacy. We help you seize the opportunities and mitigate the risks that come with ownership. Our approach includes:

Personal Financial Planning

Ensuring you can maintain the life you want after selling or passing on your business.

Business Sale Strategy

Maximizing after-tax proceeds with thoughtful, forward-looking planning.

Succession Planning

Mapping out seamless leadership transitions to protect your company’s value and culture.

Generational Ownership Transfers

Facilitating smooth handovers to the next generation without financial or emotional strain.

ESOPs

Exploring employee stock ownership plans that align with your goals and reward your team.

Retirement Plan Design and Management

Developing solutions like 401(k)s that fit your workforce and compliance needs

Unified Advisor Coordination

We coordinate your tax, legal, and risk experts—bringing together previously unconnected advice into a cohesive, forward-looking strategy.

Tax Planning

Employing strategies that reduce liabilities and safeguard your profits.

Business Insurance and Risk Management

Shielding your enterprise from unexpected setbacks.

Legal Structure Review

Confirming your business entity supports your goals, both financially and operationally.

Strategic Business Consulting

Crafting plans for sustainable growth and clear-eyed transitions.

A clear path to lasting value.

Our Business with Purpose Process™ examines your examines your goals through qualification, assessment, and strategy formulation—laying the groundwork for successful growth or transition. We customize each step to address your unique challenges, whether you’re aiming to exit, expand, or simply ensure stability. Focus on what matters most while we help protect and cultivate everything you’ve worked so hard to build.

Business With Purpose™

Our Process

The Fidato Way

At Fidato Wealth, our way is rooted in clarity, discipline, and personal connection. We take the time to understand your unique story, then apply a proven process shaped by years of guiding clients through market cycles, business transitions, retirement decisions, and complex financial landscapes. From aligning wealth with purpose to preserving what you’ve built for the next generation, The Fidato Way is about more than strategies — it’s about delivering confidence in every decision, year after year.

About Us