Insights
Insights for business owners
Plain-English breakdowns of the decisions that come with running a profitable business: extra cash, hiring an advisor, sequencing your finances, and getting ready to sell.
What Should a Profitable Business Owner Do With Extra Cash?
A practical order of operations for business profits: operating reserve, tax set-asides, retirement, and assets outside the company.
Fee-Only vs. Commission: What It Actually Means When You Hire an Advisor
How an advisor gets paid changes the advice you get: what fee-only and fiduciary actually mean, and what to ask before you hire one.
The Financial Order of Operations for Business Owners
Owners don't get an automatic 401(k) sign-up. A sequenced framework for protecting, reserving, and building wealth outside the business.
Exit-Ready: What Selling Your Business Someday Requires You to Do Now
Most owners think about selling years before the business is actually sellable. What buyers look for, and the moves that only work with lead time.
Not sure where to start?
Two quick, no-pressure ways to see where your situation stands.
Fee-only financial planning and business consulting for business owners.
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Build Wealth Partners, LLC is a registered investment adviser in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Nothing on this website should be construed as a solicitation to buy or sell any security, or as personalized investment, tax, or legal advice. Please consult your own advisors regarding your specific situation.