ph 678.322.3000

FREE WHITE PAPER

Wealth Management for Business Owners:
A Different Approach

Nearly every business owner faces the same challenges when pursuing financial freedom.

Find out what they are and how to overcome them so that you can successfully transition from being a business owner to an investor.

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wealth management for business owners white paper

The number one goal most business owners and their spouses wish to achieve is to reach personal financial freedom.

To help you get there, we've identified three needs and eight challenges you need to address and  have created nine practices to make financial freedom possible.

The entire framework centers around you and gives you nine specific practices to address your needs and realities. These nine practices help you formulate and execute a plan that integrates the goals you have for your business, yourself and your family.

As you will discover, there is a logical way to manage your assets so they work for you instead of the other way around.  Whether you are in the process of exiting your business or have already exited, the O2I framework is designed to help you reach your financial goals.

O2I Framework 2019_0130 (300dpi)

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.