Sample site. Northpoint Wealth is an invented business, and every name, price and review here is invented too.
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The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Fiduciary statementFee-only and fiduciary are the words prospects scan for, so they sit in the strip at the top of every page.
  2. Published fee schedulePeople who book an introduction have already seen the number, which makes the first call about planning.
  3. Fee calculatorThe schedule becomes a dollar figure for the visitor's own assets, with no returns projection anywhere on the page.
  4. Who this is forPre-retirees, business owners, physicians and heirs each get a page, so the right prospect sees their situation named.
  5. Advisor credentials up frontCFP certification and years in practice sit on the team cards and the about page.
  6. A short introduction formThree fields and a 20-minute call. Nobody hands over their savings from a web form.
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Home / Services / Planning for business owners

Planning for business owners

Exit planning, concentration risk and retirement plans for your company.

Many owners have most of their wealth in one company and a sale that is years away. We plan the personal side of an exit: what you need from the sale, how the proceeds are taxed, and how to diversify afterwards.

We also help set up a solo 401(k), SEP IRA or cash balance plan when it fits, and we work with your CPA and attorney so the tax and legal sides line up. Tax and legal advice comes from them.

What is included

  • Exit and sale planning
  • Concentrated stock and company risk
  • Solo 401(k), SEP IRA and cash balance plans
  • Coordination with your CPA and attorney

Common questions

I am selling in three years. Is it too early?

Three years is a good time to start. Some tax planning options need a year or more to set up.

Do you manage our company 401(k)?

No. We advise on the plan choice for smaller companies and manage personal accounts.

Also offered

Other services

Retirement planning

Included in the advisory fee

For people five years or less from retirement: income, drawdown order and taxes.

Investment management

0.90% on the first $1M

Diversified portfolios of low-cost funds, rebalanced and managed for taxes.

Planning for physicians and dentists

Included in the advisory fee

High income, a late start and student loans, planned together.

Questions before you book?

Or call (555) 010-6650.

Book an introduction
Call (555) 010-6650