Some firms specialize in families; others in individuals. But, as an independent business ourselves, Vision Wealth Strategies understands the unique needs and concerns of business owners and professionals. We know just how thin the line between personal and professional life can be.
Our team has decades of experience helping business owners:
Transition business ownership to other partners or family
Manage and complete buyouts
Transfer the business down to the next generation
Dissolve the business and equitably distribute its assets
Care for the needs and concerns of employees
Offer an attractive benefit package to workers
Maximize tax advantages and get the right tax deductions
Coordinate legal documents and activity
We work with your attorneys, CPA and other financial advisors to coordinate all of your business concerns and activities in accordance with your unique needs, wishes and goals.