Business Services
Business Planning For Owners, Employers, & Plan Sponsors
TrueWealth looks beyond your company’s visible value to the Second Balance Sheet beneath it, including personal guarantees, entity separation, concentration, liquidity, and continuity. Our succession experience includes numerous acquisitions, with most selling advisors joining TrueWealth and retiring under our umbrella. We bring that continuity-minded perspective to your business, coordinating protection, tax planning, personal wealth, and exit readiness around what you want to preserve and eventually transfer.
Retirement Plan Consulting
A workplace retirement plan should support your employees while serving the broader needs of your business. We help plan sponsors evaluate plan design, investment options, fiduciary responsibilities, participant education, provider relationships, and opportunities to improve the plan over time.
Succession Planning
A thoughtful succession plan can help preserve business continuity and prepare the people who will carry the company forward. We help you consider ownership transfer options, future leadership, family or partner involvement, timing, and the personal financial implications of a transition.
Exit & Transition Strategies
Whether you are considering a sale, internal transfer, family succession, or gradual step away from the business, preparation matters. We help clarify your goals, evaluate financial considerations, coordinate with your legal and tax professionals, and connect the transition to your retirement, investment, and legacy plans.
Questions About Connecting The Business You Have Built To The Wealth It Supports
Your company can influence nearly every part of your financial life, from taxes and cash flow to risk, retirement, and succession. These answers explain how TrueWealth coordinates business planning with your personal wealth and the other professionals advising you.
TrueWealth provides retirement plan consulting, business planning, defensive and continuity reviews, and succession and exit planning. We coordinate these services with your personal wealth strategy so company decisions are considered alongside your taxes, investments, protection needs, and long-term goals.
TrueWealth works with your CPA, attorney, and other professional advisors to align their recommendations around one financial architecture. Each professional continues working within their area while we help connect entity structure, compensation, taxes, protection, liquidity, and succession to your broader priorities.
TrueWealth conducts a defensive review of personal guarantees, entity separation, insurance sufficiency, and continuity planning. This helps reveal exposures on your Second Balance Sheet that may affect both the business and the personal wealth you have built around it.
Yes, TrueWealth helps employers design and review company retirement plans. We support plan sponsors with plan design, investment lineups, a documented fiduciary process, ongoing monitoring, and participant education.
TrueWealth evaluates buy-sell agreements, entity structure, transferability, transaction readiness, and pre-event tax positioning. Beginning before a potential transition provides more time to address gaps and coordinate important planning while more options may still be available.
Who We Work With
We help clients navigate the financial decisions that come with greater responsibility and complexity.
Our Approach
We look beyond what you own and owe to coordinate the risks, structures, and relationships that shape your Second Balance Sheet.
Our Team
Meet the advisors and professionals who bring financial planning, business-owner perspective, and operational support to every client relationship.