Value Acceleration & Business Transition

Value Acceleration &
Business Transition

Your business likely represents a significant portion of your net worth, and you want to make sure you are optimizing your valuable asset. At Fidato Wealth, we know the opportunities and risks business owners face. That’s why our comprehensive process includes:

  • Ensuring the Business Owner Can Sustain Their Desired Lifestyle After The Sale of Their Business

  • Business Sale Strategic Planning- Maximizing After Tax Proceeds

  • Succession Planning

  • Generational Ownership Transfers

  • ESOPs

  • 401k/Retirement Plan Design & Management

  • Tax, Legal, & Risk Advisor Selection and Planning Coordination

  • Tax Planning

  • Business Insurance Planning & Risk Management

  • Legal Structure Review

  • Strategic Business Planning & Consulting

The journey of each business owner is unique and dynamic, and our approach takes into account both your business and personal goals.

Value Acceleration Process
for Business Owners

Our team of Business Advisors create custom, thorough plans that encompass all the details needed to help you ensure you have a comprehensive and holistic plan.

As you can see in the graphic, we follow a process that evaluates your situation through qualification, assessment, and strategy formulation. These three steps allow us to build a firm foundation and help you reach your goals.

Our Experience

We have provided value acceleration & business transition services for family owned and closely held businesses in the following industries:

  • Manufacturing
  • Professional Services
  • Medical
  • Dental
  • Real Estate / Property Management
  • Hospitality / Hotel
  • Technology / Information Technology