A connected reading path

I own a professional practice

Connect the practice’s dependence on your work with the income, time and flexibility you want outside it.

Three priorities

Keep the first conversation focused.

Your reading path

One question leads to the next.

  1. 01

    Owner disability: keep decisions moving

    Owner disability planning asks what would happen if illness or injury limited your ability to work. There are several separate needs: household income, business expenses, operating decisions and a possible ownership transition. A plan connects those needs without assuming a single policy, document or family member can handle them all.

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  2. 02

    Compare retirement plans for your business

    A company retirement plan is both an employee benefit and part of the owner's personal wealth plan. Choosing one means comparing contribution opportunities with employee costs, cash-flow commitments and administration. Start with the people and business you have today, then consider how hiring, profits and ownership may change.

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  3. 03

    Business valuation: know what the number means

    A business valuation is an informed opinion of value for a particular ownership interest, purpose and date. It helps turn an uncertain number on your personal balance sheet into a question you can examine. A useful valuation explains the reasoning and assumptions behind the result. It is not a promise that a buyer will pay that amount.

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  4. 04

    Compare your exit and succession paths

    The best exit path depends on what you need the transition to achieve. A family transfer, a sale to employees and an outside sale can produce very different outcomes for control, cash, timing and the people involved. Compare those outcomes before narrowing the discussion to price or a favored buyer.

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  5. 05

    Estate planning for business owners

    An owner's estate plan needs to explain more than who inherits. It should connect the people who can act, the business interests that may transfer, the cash needed during a transition and the family's expectations. Legal documents, ownership agreements and account records need to tell a compatible story.

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Leave with a next step.

Write down the decision, why it matters, who already helps you and the information still missing. Agree who will follow up and when.

Open the Business + Family ChecklistDownload the checklist

Your next step

Apply to meet a financial advisor.

Tell us about your business and priorities. We review your application for a possible introduction to a participating advisor. You decide whether to proceed.

Apply to meetTake the Wealth Scorecard

Participating advisors fund the introduction model. Compensation and conflicts.

Content reviewed: October 20, 2026 · General education

Educational information only, not personal financial, tax, legal or insurance advice.