Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Business Owner Services

Launch your legacy. Define your wealth.

As a business owner, knowing the value of your business is paramount to planning for your future. So whether we integrate with your personal wealth management plan or act as a third-party resource, Focus Partners Wealth is proud to offer solutions like business valuations, succession planning, and even ways to enhance the value of your business.

You’ve put everything into your business.
Our team will do the same.

Did you know that a proper business transition typically required at least three to 10 years of planning? It’s a life-changing decision, and one that benefits from a sound strategy. Which is why, at Focus Partners, we employ a multi-disciplinary team to pass on knowledge from our brightest minds in specific areas, such as financial planning, estate planning, business valuation, tax planning and succession/planning to help achieve your personal, professional and financial goals.

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Our value-added services.

We pride ourselves on digging into every facet of your business in order to paint a bigger picture. To do so, there are three primary ways our Business Owner Services team can help:

  • Business Valuations

    Whether it’s a formal opinion of value that includes the highest level of detail and fulfills the requirements needed to share with other parties, such as estate attorneys or the IRS, or a less formal value calculation, we provide business valuations to help solidify the foundation of your business strategy.

  • Value Enhancement

    After either a calculation of value or the more-detailed formal opinion of value, we’re happy to continue working with you and your business to help search for strategic opportunities for enhancing its value and increasing profitability, cash flow and efficiency.

  • Succession Planning

    Succession planning is an integrated, proactive approach with our multi-disciplinary team to help business owners plan for their personal transition while addressing the implications it may have on the business, finances, taxes, insurance and even legal issues or contingencies for unexpected events.

The benefits of Business Owner Services

One common goal

We can provide a streamlined, holistic plan than encompasses your personal and business finances. With a focused yet cohesive strategy, our goal is to ensure every facet of your business is working to better achieve your personal life goals.

We'll take point

We can spearhead the valuation or succession process among the various professionals who touch your business. Facilitating teamwork between your advisors, accountants, corporate counsel, estate attorney, or any professional to act on a unified front.

The Focus Partners Wealth Experience

Our team is known for a superior client experience, tailored to your individual needs. Drawing from decades of experience in the valuation, value enhancement and succession planning space.

Meet the Business Owner Services Team.

We're ready when you are.

Schedule a conversation.

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