Wealth Management for Business Owners
Business Owners Require a Different Approach
You require a different approach to investing and wealth management because you are different. You built your business and your wealth differently.
Not everyone can be a business owner. It takes a special kind of person: an entrepreneurial spirit, a sense of independence, and self-reliance. We get that about you. We also know that making the transition from being a business owner to an investor raises questions and concerns, such as:
How do we maintain the income that we receive from my company after I exit?
How do we avoid running out of money at any point after exit?
How much do we need to extract from my business exit to fund our financial goals?
How do we address our living expenses that are currently paid for by my company?
How do we handle issues such as benefits and insurance after I exit?
How do we select appropriate investments?
How do we manage risk in our investment portfolio?
How do we know if our investment advisor is doing a good job?
How do we invest tax-efficiently?
We work with business owner investors to help them address these issues and plot a path to financial freedom.
The Owner to Investor (O2I) Framework
We created the Owner to Investor (O2I) Framework to address the specific needs and concerns many business owners face when investing outside their companies.
The entire framework centers around you, the business owner, and illustrates the specific practices that we follow to address the needs and realities related to owning a business. In this manner, we help our clients stay on the right path to financial freedom.
Financial Resources for Business Owners
FREE WHITE PAPER
A Different Approach
Learn how to successfully transition from business owner to investor and overcome the challenges business owners face when pursuing financial freedom.
Discover the areas of planning you need to address to create the potential to reach and maintain financial freedom post-exit.
Navigating the Business Owner's Exit
Through a program called NAVIX®, we help guide business owners towards successful exits.
Do you know how much risk is in your portfolio?
Take the Free Risk Tolerance Questionnaire
Find your Risk Number and get your FREE Portfolio Risk Analysis!
Assess your risk tolerance to ensure that your portfolio aligns with your investment goals and expectations.
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 6190 Powers Ferry Road, Suite 500 / Atlanta, GA 30339