Your Business Is Your Life’s Work. Your Wealth Strategy Should Reflect That.
Building and running a successful company takes everything you’ve got. Managing the wealth it creates while planning for what comes next shouldn’t fall solely on your shoulders.
Whether You’re Growing, Transitioning, or Exiting, We’re Here.
Our approach rests on foundational principles that work together to serve your holistic financial life.
Founders Still Building
You’re in growth mode, reinvesting in the business while trying to diversify your personal wealth. We help you balance the risk of concentration with the opportunity of ownership—and start thinking about the future before it arrives.
Owners Approaching a Crossroads
You’re starting to wonder: Who takes over? When do I step back? What’s this actually worth? We bring structure to these big questions, helping you explore your options before you’re forced to make decisions.
Entrepreneurs Preparing to Exit
Whether you’re selling to a third party, transitioning to family, or planning an ESOP, the path from here to there is full of complexity. We coordinate the financial, tax, and estate planning dimensions to help you capture the full value of what you’ve built.
Post-Exit Owners Finding What's Next
Life after the sale brings its own challenges like sudden liquidity, new tax realities, and the question of purpose. We help you transition from business owner to wealth steward, building a plan for the chapter ahead.
What Business Planning Looks Like at Wescott
Succession & Exit Planning
- Succession scenario modeling (family, management, sale, ESOP)
- Business valuation coordination and optimization
- Buy-sell agreement review and structuring
- Post-sale transition planning
Tax Strategy for Business Owners
- Entity structure optimization
- Tax-efficient compensation strategies
- Liquidity event planning and timing
- State and Federal tax considerations for business owners
Executive Compensation & Benefits
- Deferred compensation planning
- Stock option and RSU strategies
- Executive benefit plan design
- Retirement plan optimization (SEP, SIMPLE, 401(k), defined benefit)
Wealth Diversification
- Concentrated stock position management
- Liquidity planning around business value
- Investment strategy for business owners
- Risk management across business and personal assets
Family & Legacy Integration
- Family employment and compensation planning
- Next-generation involvement and education
- Charitable strategies for business owners
- Family governance for business-owning families
Advisor Coordination
- CPA and tax advisor collaboration
- Attorney and legal counsel coordination
- Investment banking and M&A advisor liaison
- Unified reporting across all relationships
See Our Approach in Action
We’ve guided owners and entrepreneurs through complex transitions, liquidity events, and succession plans. See how we’ve helped a business owner like you plan for what’s ahead.
Tired of Being the One Who Has to Connect the Dots?
If you’ve ever felt like you’re the only one who sees how your business, your taxes, your estate plan, and your investments all relate to each other, you’re not alone. Most business owners spend more time coordinating between advisors than actually getting advice.
As a Wescott client, we act as your central point of coordination, working alongside your existing team of professionals to create a unified strategy. Your personal team will help you consider all perspectives and recommendations to create an inclusive plan that makes sense for your goals.
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Let's Build a Plan That Works as Hard as You Do
You didn’t build your business by going it alone, you surrounded yourself with the right people. Your wealth deserves the same approach. Let’s talk about what you’re trying to accomplish and how Wescott can help you get there.
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