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You’ve worked hard to grow your business. Now it’s time to align your finances to match the complexity, value, and potential you’ve created.
We specialize in helping business owners like you build wealth that lasts — through advanced planning, integrated strategy, and a team that acts as your financial think tank.
Why Business Owners Choose Avid
At Avid Wealth Partners, we understand that business owners face complex financial decisions — from navigating multi-entity structures to preparing for a future sale. Our team of experts partners with you to optimize your entire financial ecosystem and build strategies that evolve with your business and your life.
team based expertise
You’re not stuck with a one-person advisor — you get a team of specialists who coordinate around your full financial picture.
independent & fiduciary
We don’t answer to quotas. We act in your best interest.
We Think like owners
We’re business owners ourselves, so we understand the pressure, the risk, and the opportunities others miss.
We plan across everything
Your business is just one piece. We build plans that connect it to your investments, taxes, estate, insurance, and family wealth goals.
We plan across everything
Your business is just one piece. We build plans that connect it to your investments, taxes, estate, insurance, and family wealth goals.
You drive the business. We drive the strategy.
Who We Serve
We work with business owners, founders, and entrepreneurs navigating:
Rapid growth and uneven income
High tax exposure or asset protection concerns
Multi-entity structures
Transition planning for family or key employees
Pre-exit planning or unsolicited offers
Balancing personal, business, and generational goals
Whether you’re scaling, exiting, or just trying to create some breathing room — our team is built to help.
Common Questions We Help You Answer
💡 “What’s the best structure to protect my assets and reduce taxes?”
💡 “How do I prep for a sale — even if I’m not ready to sell?”
💡 “Should I move cash into investments, my business, or debt reduction?”
💡 “How do I make sure my business wealth becomes family wealth?”
💡 “Am I missing opportunities because I’m too in the weeds?”
Our Services for Business Owners
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Entity Optimization & Tax Monitoring
We monitor your business and personal tax exposure year-round. And if your entity setup is working against you? We fix that too.
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Business Valuation & Exit Readiness
We offer preliminary valuations and readiness assessments — so you know where you stand and how to increase your value over time.
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Certified Business Exit Planning
We’re trained in maximizing exit value and reducing taxes — whether your sale is 2 years out or 10. We help you plan like a seller before you become one.
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Financial Pre-Sale Due Diligence
We assess what a buyer would see — and help you clean it up now. From messy books to unclear ownership, we help make your business deal-ready.
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Insurance & Risk Strategy
From buy/sell coverage to key person, group insurance to liability insurance review, and more — we help ensure your business and personal assets are secure.
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Legacy & Equity Transfer Planning
You worked hard for it — let’s make sure it doesn’t die with you or get lost in a sale. We build strategies to move equity wisely and tax-efficiently.
