Business Planning

Building a comprehensive roadmap serves to secure your future.

At Opal Wealth Advisors, we ask our business clients big questions about their plans—and we never settle for small answers. Want to know why? It’s because we grew up in entrepreneurial families so we know your business is likely to be your most valuable asset. We also know how difficult it is for busy owners to make time for planning—but it’s the surest way to maximize business success and enhance your overall wealth.

Take Time to Focus

Opal encourages entrepreneurs like you to hit the pause button long enough to define your vision for your business and your future. We ask questions to help uncover opportunities, reveal critical issues, and lead to better choices. Are you taking advantage of all available tax breaks? Are you satisfied with your employee retirement plan? And perhaps most importantly, what’s your exit strategy?

Optimize Value and Plan Your Exit

As your goals are established, we work with you to develop a big picture roadmap that aligns business with personal goals. This becomes your operational plan for today and tomorrow. Through effective actions, you can leave the business that means so much to you on your own terms—while benefitting yourself, your employees, and your customers. Does this sound helpful? Download our brochure about maximizing business success.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and specific requests and needs of the client. OWA does not serve as an attorney, accountant, or insurance agent. OWA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of OWA’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on OWA’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.