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business owner strategies

At Theorem Wealth Management, we understand the importance of accurately determining the value of your business for your future planning. As a trusted partner, we offer a range of Business Solutions, including professional business valuations, effective succession planning strategies, and methods to increase the value of your enterprise. Our goal is to seamlessly integrate with your personal wealth management plan or serve as an independent resource to help you achieve your goals
How can I maximize the value of my business?
When should I take Social Security?
How can I find out what my business is worth?
How does my business fit into my financial plan?
What should I do after I sell my business?
What will happen to my business if something happens to me?
What you may be thinking:
Our Approach
At Theorem Wealth Management, we understand the significance of a smooth business transition and the importance of long-term planning. That's why we bring together a team of experts in areas such as financial planning, estate planning, business valuation, tax planning, and succession planning to support you in achieving your personal, professional, and financial goals. Our multi-disciplinary approach ensures that you receive the best advice and guidance to make informed decisions for a successful transition.
Our Business Owner Strategies Conversations
Business Valuations
Value Enhancement
Succession Planning
Additional Services
Business Owner Strategies correlates with these other wealth management conversations.
Employee Retirement Planning
From plan design to investment advice, ERISA compliance and participant engagement, we provide the opportunity for your employees to have a financially secure retirement.
Family Office Services
Helping you address and resolve the complex, intricate issues that often accompany significant wealth and impact families across generations.
Investment Planning
Maximizing the assets you've worked so hard to attain with customized, data-driven investing strategies.

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