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Business Owner Planning FAQs

Business Owner Planning FAQs

January 06, 2024

1. What is Waldron Partners?

Waldron Partners is a family-owned business that offers personalized financial planning services for businesses. Founded in 1975 by Bob Waldron, the firm has grown to serve clients across the United States. Our team understands the unique challenges and rewards of running your own company, and we are committed to helping you increase both internal and external value for your business.

2. What types of financial plans does Waldron Partners offer?

Waldron Partners offers unique financial plans tailored to the specific needs of your business. We conduct a comprehensive review of all aspects of your financial situation, including taxes, legal documents, and asset distribution, to develop a plan that aligns closely with your business goals.

3. What other services does Waldron Partners provide?

Apart from financial planning, Waldron Partners offers support in a number of business-related issues such as business succession planning, executive compensation planning, entity planning, employee benefits planning, executive financial planning, nonqualified deferred compensation financial planning, evaluation and maintenance of employee benefit programs, and financial recommendations that could potentially increase your value.

4. Does Waldron Partners have connections to other advisors?

Yes, Waldron Partners has connections to a variety of different advisors. Whether you need legal, tax, valuation specialists or investment bankers, our team is here to connect you with the right experts.

5. Who is the target audience of Waldron Partners?

Waldron Partners serves successful business owners. We understand the emotional and physical needs of running your own company, and we aim to become your trusted partner in the business owner marketplace.

6. How does Waldron Partners help in business succession planning?

Our team at Waldron Partners assists with business succession planning by helping you plan for the future of your business. Whether it's a family transfer, 3rd party transfer, or management buyout, we provide expert guidance to ensure a smooth transition and potentially maximize returns for exit & succession.

7. What types of employee benefit programs does Waldron Partners evaluate and maintain?

Waldron Partners evaluates and maintains a wide range of employee benefit programs, including life insurance, long-term disability insurance, long-term care insurances, and non-qualified / qualified retirement plans.

8. What is Waldron Partners' approach to financial planning?

Our approach to financial planning at Waldron Partners involves understanding your goals, defining a strategy, implementing a plan, and monitoring its performance. We adjust the plan organically and accordingly to ensure it continues to serve your business's best interests.

9. What is the key message of Waldron Partners?

Our key message at Waldron Partners is "Securing tomorrow for a better today". We aim to simplify wealth management for business owners by offering comprehensive, personalized financial plans and expert guidance.

10. How can I start working with Waldron Partners?

You can start working with Waldron Partners by reaching out to us for a complimentary introductory meeting. This meeting will allow us to get to know you and your business's financial goals and start creating a unique, customizable plan that fits your objectives.