Privately Owned Businesses
Privately owned businesses represent a cornerstone of PPWG’s clientele. As business owners, we acknowledge the immense effort required to build and maintain a successful enterprise. Drawing from the shared wisdom of our personal experience with clients and supplemented by our powerful professional network, we have the tools necessary to help you optimize your company and grow to new heights.
Private Business Planning
Every business, no matter the size, requires its own unique approach to overcome challenges and maintain growth.
Similar to a personal financial plan, we engage our business owners in a planning process to establish goals and implement financial efficiencies. All too often it is easy for an executive team to lose sight of key metrics that can aid in their success. Our process allows leadership to visually understand their company’s goals by providing quantitative data and expert advice leading to increased organizational proficiency. Allow us the opportunity to demonstrate our planning process to you through a personalized demonstration.
Small Business Planning
Every business, no matter the size, requires its own unique approach to overcome challenges and maintain growth.
Similar to a personal financial plan, we engage our business owners in a planning process to establish goals and implement financial efficiencies. All too often it is easy for an executive team to lose sight of key metrics that can aid in their success. Our process allows leadership to visually understand their company’s goals by providing quantitative data and expert advice leading to increased organizational proficiency. Allow us the opportunity to demonstrate our planning process to you through a personalized demonstration.
Exit Planning
Selling a business is the most challenging undertaking a business owner can take. While you engage in this monumental process, the team at Paragon Private Wealth guides its clients around pitfalls while providing pivotal advice.
From identifying investment banks to creating trusts that save millions in taxes upon sale, PPWG has conducted countless hours of diligence to identify a strategic partner network built for business owners ready to sell their practice. In other words, we have aided numerous individuals exit their business with more money and less time expended. It’s never too early to discuss how to begin planning for this part of your life. We look forward to learning more about your business and helping you realize your fruits of your labor.
Exit Planning
Selling a business is the most challenging undertaking a business owner can take. While you engage in this monumental process, the team at Paragon Private Wealth Group™ guides its clients around pitfalls while providing pivotal advice.
From identifying investment banks to creating trusts that save millions in taxes upon sale, PPWG™ has conducted countless hours of diligence to identify a strategic partner network built for business owners ready to sell their practice. In other words, we have aided numerous individuals exit their business with more money and less time expended. It’s never too early to discuss how to begin planning for this part of your life. We look forward to learning more about your business and helping you realize your fruits of your labor.
Cash Flow Analysis
PPWG works directly with business owners and executives to incorporate cash flow analyses into the planning process. Powered by our robust financial reporting software, we deliver customized reporting tailored to your needs.
Through analysis of cash flows, we help clients plan for large transactions, growth initiatives and bumps in the road. This process also gives insight into our investment approach with working capital to more effectively mitigate risk. In the current interest rate environment we find this practice vital considering the paltry rates present in money market accounts.
Cash Flow Analysis
PPWG works directly with business owners and executives to incorporate cash flow analyses into the planning process. Powered by our robust financial reporting software, we deliver customized reporting tailored to your needs.
Through analysis of cash flows, we help clients plan for large transactions, growth initiatives and bumps in the road. This process also gives insight into our investment approach with working capital to more effectively mitigate risk. In the current interest rate environment we find this practice vital considering the paltry rates present in money market accounts.
Corporate Retirement Plans
Evaluating corporate retirement options including SEP IRA, SIMPLE IRA, or 401(k)s can be an arduous task for any business owner.
With continually evolving requirements on retirement plans, our team begins by taking a consultative approach. These plans can be utilized to not only to provide benefits, but can be structured several ways to accomplish other organizational goals. Some examples include:
- Retaining talent
- Compensation plans for executives
- Lowering taxable income
- Health care benefit plans
- Life insurance and auxiliary benefits
Corporate Retirement Plans
Evaluating corporate retirement options including SEP IRA, SIMPLE IRA, or 401(k)s can be an arduous task for any business owner.
With continually evolving requirements on retirement plans, our team begins by taking a consultative approach. These plans can be utilized to not only to provide benefits, but can be structured several ways to accomplish other organizational goals. Some examples include:
- Retaining talent
- Compensation plans for executives
- Lowering taxable income
- Health care benefit plans
- Life insurance and auxiliary benefits
Unique Situations
Independence allows PPWG the ability to provide services beyond traditional wire houses without conflicting interests.
From seeking capital raises, protecting owners and their families, or assisting in acquisitions we utilize our vast partnerships of equally independent resources to deliver solutions outside the traditional box institutions attempt to put businesses into.
Unique Situations
Independence allows PPWG the ability to provide services beyond traditional wire houses without conflicting interests.
From seeking capital raises, protecting owners and their families, or assisting in acquisitions we utilize our vast partnerships of equally independent resources to deliver solutions outside the traditional box institutions attempt to put businesses into.
