Build a stronger business.
Understand business value, reduce dependence on your daily role and make room for future choices.
Explore this situation →For established U.S. business owners
Plan for your business
and the lives it supports.
Tell us about your business. Review the introduction.
You decide whether to meet.
Who we help
You’ve built a business.
What comes next for you?
For owners whose businesses generate revenue and are moving toward or already achieving profitability. Across industries, your business and your personal goals deserve to be considered together.
Create room for your life.
Connect compensation, retirement saving and resources outside the company with what matters to you.
Explore this situation →
Prepare for a transition.
Think through a sale, a family succession or a different role before decisions become fixed.
Explore this situation →Suggested planning approach
Two worlds.
One connected future.
Business decisions can affect your income, your family and the choices available to you. A shared picture helps you see those relationships.
Separate finances. Connected decisions.
A plan that sees the connections.
The cash you keep in your business can affect what you build outside it. A change in ownership can shape family expectations. A change in your role can change both.
Begin with your priorities, then identify the information and expertise the decision needs.
See the planning approach03 Areas of focus
One business.
A whole world of decisions.
Ten connected areas to explore, from stronger foundations to the life you want after ownership.
Apply to meet
Apply with a purpose.
Meet on your terms.
Tell us about your business and the priorities on your mind. We review your application for a possible introduction to a participating financial advisor. You review the advisor and choose whether to proceed.
- step 01
Apply to meet.
Tell us about your business, its ownership and the priorities you want to discuss.
- step 02
We review your application.
We consider your situation, relevant advisor experience and availability.
- step 03
Review the introduction.
See the advisor, the reason for the introduction and the information to share. You choose whether to authorize it.
- step 04
Choose whether to meet.
After you approve the introduction, arrange a conversation with the advisor and discuss scope, fees and next steps.
Business settings. People shown are not our advisors or clients.
Our advisor-paid model uses onboarding and fixed lead fees, creating an incentive to introduce paying advisors. Read the compensation disclosures.
Apply to meetClear roles and follow-through
Your priorities at the center.
The right expertise around them.
You may already have capable professionals. An agreed coordinating role helps connect their work, with your permission. Each professional remains responsible for their own advice.
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The decision-makerYou choose the direction and who is involved.
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The connecting roleOrganizes the shared picture, clarifies responsibilities and follows up within an agreed scope.
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Tax perspectiveTax advice and financial information.
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Legal perspectiveLegal advice and documents.
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Specialist perspectiveAdvice in their own areas of expertise.
Business settings. People shown are not our advisors or clients.
Before you begin
A few useful questions.
Clear expectations make for a more useful next step.
Who is this for?
U.S. owners of established small businesses that generate revenue and are moving toward, or already achieving, profitability. The focus is on decisions that connect the business with the owner’s family and future.
What if I already have good advisors?
Start with them. You may need a clearer shared agenda, a coordinated review or a specialist for one question. A new lead advisor is one possible next step—not a requirement for using these resources.
Does BizWealth FP give me a financial plan?
No. This site provides general education and information about advisor introductions. Personalized recommendations and a financial plan would come from a professional you choose to engage under an agreed scope.
What happens after I apply to meet?
We review your application, business ownership, priorities and advisor availability. Before an introduction, you receive the recipient details, information to be shared and compensation disclosures. You decide whether to authorize the introduction and whether to work together.
What should a lead advisor coordinate?
A written scope should explain how the advisor connects business and family priorities, works with your other professionals, tracks agreed actions and reviews progress. Each professional keeps responsibility for their own advice, and you keep control of decisions.
What information would I need to share?
The application asks for your name, business name, email, mobile number, form of ownership, number of owners, your ownership percentage, and whether your business is family held or closely held. State, business stage and planning priorities add useful context. Ownership questions do not apply to Tax Exempt / Government entities. Do not include account numbers, exact financial details, tax returns, Social Security numbers or other sensitive information.
What will an advisor charge?
Fees and service limits need to be discussed with the advisor before you agree to work together. Our introduction model is funded by participating advisors through onboarding and fixed lead fees. That creates a conflict of interest. Any charge to you must be disclosed before you agree; professional advice is not promised to be free.
What if I’m just getting started?
The learning resources are open to you. If your business is pre-revenue or still establishing its foundations, startup and small-business support may be a more useful first step. You can return as your planning needs grow.
Your next step
Start with what matters to you.
Apply to meet a participating financial advisor who can discuss the connections between your business, personal wealth and family priorities.