7 Point Business Wealth Planning
(1) Transform
(2) Build
(3) Protect
(4) Distribute
- Business Transition / Succession
- Key Employee retention strategies
- Retirement Plan consulting
- Business owner protection
- Buy/Sell agreements
- Business Valuations
- Tax reduction optimization
“We meet our business clients where they are. Through education we help them move through the stages of building, protecting, and ultimately distributing their wealth”
J. Edward Mays Jr. – JK Edwards & Company, Business Advisory & Compliance Services