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How We Help

There are thousands of financial advisors out there offering investment management and financial services. A personalized strategy from a caring and experienced team of professionals can be harder to find. At Green Ridge Wealth Planning, we specialize in helping business owners plan for their future with the goal to protect, preserve, and grow their wealth.

At Green Ridge Wealth Planning, we are passionate about what we do because we want to help business owners and individuals focus on what they love. We help clarify the often complex world of investing and business succession planning by educating our clients and crafting personalized plans for them. We can help you:

  • Identify exit objectives and determine your goals related to leaving your business. This may include timing and how much money to leave.
  • Quantify business and personal financial resources, including a full audit of your complete financial picture.
  • Maximize and protect business value. This includes controlling tax consequences and promoting value, whether preserved from the IRS or creditors
  • Ownership and transfer to third parties or insiders. We can help you answer questions such as who you will sell your business to and how you will be paid. We can provide a range of strategies to best suit your business and clarify the associated implications.
  • Key employee planning
  • Business Continuity
  • Personal Wealth and estate planning. We can help provide you with the guidance you might need in light of your new professional status and financial situation.

Our goal is to help so that you are reducing risk, building wealth with the income being generated, and properly creating tax efficiencies. Some common questions we can help you answer are:

  • How do I exit my business?
  • How do I make sure my business retains its value in a transfer?
  • How do I efficiently transfer my business while creating a retirement income stream that is appropriate?
  • How can I ensure that if something happens to me, my family is protected from a fire sale or loss of income?

Green Ridge Wealth Planning consults with the professionals you already know and trust in creating your plan because we believe in the importance of a holistic approach. If consultation is needed outside of our expertise, we vet the top professionals in their fields to provide you with options while keeping within your budget.

From tax planning to retirement planning, we go beyond today’s standard definition of financial planning. Our independence allows us to explore all options independently, and we take a comprehensive look at all aspects of your finances.  We empower you to make the right decisions regarding your objectives, and we don’t sell you a product, we advise you for a better future.

If you or someone you know is looking to make a transition with their business, contact us today.