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Corporate Services

If you are a business owner, your business is probably the biggest financial asset on your balance sheet. At some point you will leave your business, either by choice and effectively transitioning it or unexpectedly due to death, disability or lawsuits. At Strategic Wealth Design, we specialize in working with business owners and helping them with financial strategies that protect their business, enhance employee retention, and strategies that allow them to exit their business on their own terms.

We can help businesses and their owners at any stage of the business cycle, be it a start-up business or an established business. Our solutions can help a new business owner build on their foundation while helping an established business owner with succession and exit planning.

Learn more about our Corporate Services: