Business is goOOOD!

Business is a common source of wealth and a key pillar of our free society in the United States. However, business owners often face challenges when planning an exit from or a transition for their business. The skills required to create a successful business are often not the same as those required to exit the business with maximum flexibility and valuation.

At Aviator’s Wealth Management, we have significant business experience. We were founded by an entrepreneur, and that spirit is at the core of our mission. We are ready to help you plan for your future. Let us serve you through this challenging and bountiful process. We provide the critical guidance and analysis you need to achieve the best result for you, your family, your business, and its stakeholders.

WHEN THINKING ABOUT THE TRANSITION OF A BUSINESS, IT IS IMPORTANT TO RECOGNIZE THE TOUGH QUESTIONS TO ASK YOURSELF BEFORE DECIDING THE BEST PATH FORWARD FOR YOU, YOUR FAMILY, AND YOUR BUSINESS. THE KEY TO NAVIGATING A SMOOTH TRANSITION IS HAVING A TRUSTED, EXPERIENCED ADVISOR TO HELP YOU IDENTIFY THE CHALLENGES, EMOTIONALLY PREPARE FOR CHANGE, AND EFFECTIVELY COMMUNICATE WITH YOUR ENTIRE TEAM.

Your bespoke exit plan

On every entrepreneurial journey, there comes a time when you’ll need a plan for the next stage—succession, transfer, or sale. Aviator’s Wealth Management has developed customized solutions to help many business owners navigate the challenges involved, including:

  • Detailed analysis to ensure maximized valuation

  • Expert referrals to reduce stress and achieve success

  • Achieving a successful transfer of business ownership

gENERATIONAL FREEDOM

How are you talking to your family about your wealth? The exit of a successful business can lead to new questions and challenges for your family. Learn how our experienced team can help navigate intrafamily dynamics by proactively solving complications with your family.

  • Financial Planning & Investment Management

  • Family Enterprise Services

  • Income and Capital Gains Tax Planning

  • Next Generation Education

tHE awm nEWSLETTER