Helping Business Owners

pursue opportunity

You never dreamed it would happen to you. You've poured your heart and soul into your own company, building it into a significant corporation and, out of nowhere, you get an offer from a prospective buyer. Now what? Am I really ready to sell? What is my business worth? What are the tax implications? What about my employees and customers?

At The Walsh Group, we understand the challenges business owners often face – tax liabilities, succession planning, employee benefits and the implications from the sale of a business. You devote long hours to running and building your business, and do not have the time to devote to the crucial financial matters that must be addressed nonetheless. As with most business owners, your personal wealth is probably intertwined with your business and you need to have a solid exit plan in place for the eventual transfer of wealth needed to fund your retirement.

Often a transaction can't be completed until the business owner knows what he or she needs, and one does not know what they need until they consider the next phase of life. We are highly experienced in helping business owners prioritize what's important and advance to the next phases of their lives.

Second Opinion Service
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Wealth Management Consultative Process
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The Client Experience
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Economic Commentary by Dr. Scott Brown
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Investment Strategy by Jeff Saut
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Bond Market Commentary
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