Wealth Optimization Network, LLC

How We Help

Business
Owners

At Wealth Optimization Network, LLC, we understand the complexities of business ownership—including capital structure, tax mitigation, and entity selection.

There’s not a one-size-fits-all approach to addressing these issues. Together, we’ll identify your challenges, creating customized solutions to meet your unique needs. With over 20+ years of business exit, financial, and estate planning strategies experience, we can deliver a superior level of commitment and expertise necessary to create situation-based financial strategies and translate them into immediate, actionable steps.  We put a premium on each of our relationships and believe a successful engagement can only be realized through a shared vision.

By partnering with our clients, we can help them put their financial houses in order. Having worked on hundreds if not thousands of cases, our breadth, and depth of the steps required throughout the planning process enables us to explore multiple design scenarios before presenting the appropriate client-tailored options – nothing canned!

With strategic insights and ongoing support, we’ll empower you to develop a plan that maximizes your company’s current value and ensures its sustained prosperity.

Navigating Your Business Life Cycle

Your business trajectory includes inception, growth, maturity, and transition. We understand your desire to grow your assets and reach financial independence with certainty and tax efficiency. As thought leaders, we recognize your need to build your business and plan for your future exit.  We share your passion for leaving a legacy to your loved ones. With our comprehensive approach to business owner and business owner exit planning*, you’ll be equipped for every stage of your journey, be that inception, growth, maturity, or exit. We are always on the cutting edge of industry changes and innovations.

*Exit Planning offered through unaffiliated third parties.

Growth and Expansion

In this stage, we’ll focus on Strategic Tax Optimization and Capital Structuring by examining your company’s debt and equity as well as tax reduction and entity selection solutions. As your business grows, we’ll also address continuity and succession planning.

Owner dependency must also be considered, particularly if you want your business to thrive independently without your direct involvement. Together, we’ll determine how to strategically delegate responsibilities, and nurture key team members while developing leaders who may step into roles.

If you’re planning to expand your business, our expertise in the buy side of mergers and acquisitions can help you identify suitable targets and formulate deals to support your growth plans.

Effective executive compensation and benefits plans help attract and retain elite talent and enhance your business value. Wealth Optimization Network can create robust compensation plans, provide benefit administration support, and help your business formulate long-term incentives to help protect and retain key employees, including:

Sale of Business ($10 mil min.) Equity Recapitalizations Mergers & Acquisitions Raising Capital for growth and expansion Management Buy-Outs Employee Stock Ownership Plans (ESOPs)

  • Implement an Exit Plan to sell your business for the highest value
  • Equity Recapitalizations
  • Mergers & Acquisitions
  • Raising Capital for growth and expansion
  • Management Buy-Outs
  • Employee Stock Ownership Plans (ESOPs)

Enjoy a worry-free retirement based on sophisticated cash flow analysis and planning

Attract, retain, and reward key employees

Develop a buy/sell agreement to protect you and your business

Pass on your estate, including your business, with minimal tax consequences

Maturity and Stability

This stage involves Transition Planning for the Future, including an exit strategy. While it may not be your immediate focus, this initial groundwork lays the foundation for future planning endeavors.

To create your exit strategy, we perform a comprehensive evaluation of your business’s current status, and overall exit objectives. Do you plan to sell to a third party? Transition your business to family members? Retire the business?

Your customized exit plan also considers the impact of tax implications, entity selection, and other elements tailored to your goals and vision.

Your objectives, financial standing, and market dynamics also factor into your exit plan strategy. Some business owners opt for a straightforward sale, where valuation, negotiation strategies, due diligence, and legal intricacies must be considered. Others delve into more intricate methodologies such as Employee Stock Ownership Plans (ESOPs) or mergers and acquisitions.

Transition and Exit

In this stage, we ensure you fully comprehend the Transfer Cycle. This includes taking steps to seamlessly transition business ownership while continuing to safeguard and optimize your company’s value.

Being exit-ready signifies that your business is meticulously prepared for transition. We are focused on serving the needs of closely held business owners to help them grow, preserve, protect, and ultimately transfer their life’s work.  Our mission is to use our holistic financial planning process, culture, and intellectual capital to help our entrepreneurial clients make informed choices toward meeting their business and personal goals.

This typically involves preparing a clear exit strategy, ensuring your business is financially stable, and reinforcing operational resilience, which may involve both understanding and engaging in:

What an Exit Plan Is

  • Implement an Exit Plan to sell your business for the highest value
  • Enjoy a worry-free retirement based on sophisticated cash flow analysis and planning
  • Attract, retain, and reward key employees
  • Develop a buy/sell agreement to protect you and your business
  • Pass on your estate, including your business, with minimal tax consequences

The Business Life Cycle

The Transfer Cycle

The Exit Planning Process

Exit Planning Scenarios


The Sale of a Business Process

A Value Driver Assessment

A Marketability Assessment

A Business Exit Readiness Survey (BERI)

  • 80-20 Chart
  • What Type of Business Owner are you?
  • Ask Yourself These Questions
  • Business Owner Planning Checklist
  • Why Hire a Business Intelligence Specialist?
  • 4 Areas of Planning
  • Value Gap Chart
  • Corporate Policy Review
  • Ways to Take Money Out of a Business

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