Business Planning Services | Boyd Wealth Management

Business Planning

You’ve built it. It’s your baby.

Business owners have unique financial issues. Boyd Wealth Management helps business owners develop a clear plan regardless of what stage they find themselves in. We’ll help you:

Build It ✓

Protect It ✓

Exit ✓

Build It

A business built to last is one that runs efficiently and is growing on a consistent basis. For most businesses, their most important asset is their people. We’ll show you how to reduce your income taxes, reward your team, and build creditor protected assets outside of your business.

Our Expertise:

401(k) and Profit-Sharing Plans & Defined Benefit Pension Plans

While we work exclusively with high net worth families, we take tremendous joy in helping over 500 plan participants achieve financial freedom through their company retirement plan. We provide your team with the right investment options and ongoing retirement education while keeping costs down.

Investment Support and Analysis

We serve as 3(38) investment fiduciary which means we take responsibility to design, implement, and monitor a line-up of world class investments. Is your advisor a 3(38) fiduciary?

Provider Search and Fee Benchmarking

We review and monitor fees and capabilities of current recordkeepers and third-party administrators to ensure continued fit and fulfilment of requirements as plan trustee

ERISA Compliance and Support

We will create and document plan/investment processes, ongoing plan reviews, key decision points, and participant education.

Participant Education

We will facilitate ongoing education to facilitate positive retirement outcomes for participants. This is typically delivered in person and/or webinar depending on the needs of your organization.

Protect It:

We help business owners prepare for the unthinkable. The loss of an owner or key-employee can significantly impact or even permanently close a once thriving business.

WE WORK WITH YOU TO CREATE A PLAN THAT:

Identifies, incentivizes, and retains potential successors and key people ✓

Organizes a comprehensive, well-thought-out and funded buy-sell agreement ✓

Protects you and your team from the loss of income that can result from a disability. ✓

Exit:

For many owners, a sale shifts from a distant idea to a near-term reality quickly. Private equity and strategic buyers are active, and inbound interest is common.

We help business owners plan for and execute a successful exit, then build a thoughtful post-exit strategy once the business is no longer the engine behind the wealth.

We'll Help You:

Assemble the right advisory team (CPA, M&A attorney, investment banker/ business broker, estate attorney) ✓

Understand your true numbers, including after-tax proceeds and lifestyle reality ✓

Evaluate offers and deal terms with a long-term lens, not just headline price ✓

Build an investment and spending strategy for life after the sale ✓

We’ve helped many business owners successfully navigate their exit, negotiate their deal, and map out a clearly defined post-exit strategy.