Are You Building Wealth—Or Just Building a Business?
Let’s Do Both.
By Business Owners - For Business Owners
(And Self-Employed People Too)
At Entrepreneur Wealth Advisors, we specialize in the financial realities of business ownership. We’re not a generalist firm—we’re a boutique built expressly for entrepreneurs. We understand the tax, liquidity, succession, and exit challenges unique to running a business.
Our Approach: The Founder’s Framework™
Analyze
We begin by mapping your business and personal financial picture—cashflow, taxes, equity, exit goals.
Strategize
Together, we build an integrated plan: entity structure, asset protection, growth capital, tax efficiency, and succession options.
Implement
We coordinate your plan across relevant advisors—CPA, corporate counsel, HR, and your executive team.
Refine
Your business will evolve. We adjust the plan through regular check-ins and when you hit key milestones—growth, sale, expansion.
Services for Business Owners
Business Entity & Tax Strategy
Cashflow Planning & Owner Pay
Succession & Exit Planning
Investment Management Beyond the Business
Risk & Insurance Assessments
Who We Serve
We work with entrepreneurs at every stage:
Growth-stage founders scaling operations
Mature business owners preparing for succession or sale
Serial entrepreneurs transitioning into new ventures
“Our clients are builders, creators, and visionaries who know the difference between a one-size-fits-all approach and a focused strategy that sees them for who they are.”
Why It Works
Specialized Experience: We’ve walked in your shoes—negotiating investor terms, structuring deals, securing liquidity.
Integrated Team: Our advisory process links your business and personal needs—no silos.
Client-Centric Model: Small, intentional teams mean better service.
Contact Us
LET’S TALK GROWTH