How We Serve Business Owners | Wooster Corthell Wealth

Maximize your Business Potential

At Wooster Corthell, we appreciate the passion, dedication, and resilience that it takes to be a small business owner. You have poured your heart into your business and built it from the ground up. It is not just a company; it's your life's work. We understand the intricacies of your unique financial situation and are committed to helping you protect and grow your wealth.

Here are some common solutions we work on with our clients:

Retirement Planning: As a small business owner, it’s not uncommon for your wealth and income to be significantly tied up in your business. We can help you establish and manage a retirement plan, effectively diversifying your assets and paving the way for a comfortable retirement.

Succession Planning: Handing over the reins of your business can be an emotionally challenging process. We understand this and are here to guide you through succession planning. Whether the plan is to pass the business onto the next generation, sell it internally to a staff member, or prepare it for sale externally, we are here to help ensure a smooth transition that maintains the integrity of your legacy.

Concentration Risk Review: Having a significant portion of your wealth tied up in your business can pose a risk. We offer a comprehensive review of your concentrated assets, helping to identify and mitigate potential risks.

Balancing Business and Personal Finance: We understand that your personal and business finances are interconnected. Our team is here to help balance the two, offering guidance on how to efficiently allocate resources, optimize cash flow, and build wealth outside of your business.

At Wooster Corthell, we are not just about managing your wealth; we're about understanding your dreams, goals, and the business you've built. We stand by you as you continue to build your legacy while helping you prepare for a secure future.