Business Owner Services

A business can create substantial wealth, live an infinite life, and take care of your family for multiple generations. We want business owners to enjoy the reward of creating a valuable business.

CONSULTING SERVICES FOR THE UNIQUE
NEEDS OF A BUSINESS OWNER

Business Valuation Service

Succession and Exit planning

Retirement Benefits and Analysis

Key Employee Insurance Analysis

Buy/Sell Agreement Insurance Analysis

OTHER SERVICES

Investments & Insurance

We make sure every investment or insurance solution aligns with our clients’ goals, priorities, principles, and values.

Retirement & Financial Independence Planning

A continuous process that works towards creating and sustaining wealth for multiple lifetimes.

Family Legacy Planning

At Traditions, we believe legacy is about more than financial assets, it also includes the values, principles, memories, and life lessons a person leaves behind.

Trust & Estate Planning

We know estate planning can be confusing and hard to talk about. That is why we integrate estate planning into everything we do.

Tax Planning

We will work directly with your assigned tax professional and submit documents and answer questions on your behalf.

Business Owner Services

A business can create substantial wealth, and take care of your family for multiple generations. We seek to help business owners enjoy those rewards.

Resources for Business Owners

Expand your knowledge. Find articles and resources that relate to business owners here.

Visit our Resource Center for additional information and topics.