Closely Held Business Owners
At Nevada Family Wealth, we have worked with many business owners who started with nothing. Many never realize that their life’s work could one day lead to financial independence for their family. The problem many owners face is that they are so caught up in running the day-to-day operations of their business that they neglect to put together a well-thought-out exit strategy until it is too late.
We are happy to work with your CPA and attorney to thoughtfully prepare you for the sale of your business. This process includes walking through business valuation, laying out options for the sale, discussing the impact of taxes on the proceeds and helping you formulate a customized wealth plan for life after the sale.
Services Include
- Investment Strategy
- High Net Worth Fixed Income
- Trust Services
- Investment Banking
- Family Wealth Planning
- Alternative Investments
- Longevity Solutions
- Insurance Solutions
- Cash Management and Lending
- Charitable Giving Strategies
- Estate Planning
- Financial Planning
- Retirement Plan
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
“The first one gets the oyster, the second gets the shell.”