Business Owner Planning

You Can Grow and Exit Your Business With Greater Profitability Starting Today

Being a business owner is a tremendous gift. Yes, the buck starts and stops with you, but what about when you want to stop? How do you successfully and profitably grow your business for the future? Perhaps most importantly, when you’re ready to exit your business, what’s the best way to get the maximum cash in return?

We understand, you already have enough on your radar trying to run a business. The last thing you need is to add more stress, complexity, and liability into your life.

Avior Is Ready to Be Your True Partner in Business

We see Business Owner Planning as a true partnership with our team. We know the conversations, details, potential pitfalls, and best strategies for growing and preserving your business’ value for the future. Our Avior Wealth Management team can help you navigate crucial questions and opportunities as a business owner:

  • What’s the best retirement plan for your employees that also is the best fit for your business?
  • Is your business as tax efficient as possible?
  • How do you build the most value into your business before you exit?
  • If you’re passing your business down to your children, how do you make the best decisions to set you and them up for success?
  • How do you align your estate plan with your values that will help your business carry a great reputation into the future?

Your business isn’t a random hobby – it’s what you’ve poured your blood, sweat, and tears into for years, maybe even your entire life. With our support, you can know how to help your business gain and maintain the greatest value for your future and beyond.

Who We Work With for Business Owner Planning

We work with successful business owners who are either looking to continue their business success or who are seeking to profitably exit their business.

What We Can Work on Together

  • Cash Flow Analysis
  • Succession Planning
  • Business Acquisition
  • Facilitating conversations for family-led businesses

Make Your Business a Key Part of Your Financial Future with Avior Wealth Management

Growing and exiting a successful business requires careful planning, intentional conversations, and trust from an experienced, qualified team of experts. That is the very definition of what our Avior Wealth Management team can give to you through our Business Owner Planning Services. Take the first step by connecting with our team today.

Start Planning


Your Team.

All of our advisors care deeply about getting to know who you are and what you care about. Because we understand that the things we are helping you care for go far beyond your wealth. Your advisor will be your guide throughout the process, and you’ll also have a whole team of experts behind you. We value working together and collaborating as a team so we can use each advisor’s expertise to get the best results possible. The time, care, and intention we put into our relationships with our clients and building their plans with integrity and excellence are why many of our clients feel we’re more than their advisors… we’re honored to often earn the title of trusted friends and confidantes.

Meet Our Firm

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At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.