Business Ownership and Succession
Business Ownership and Succession
Owning your business is the most stressful, rewarding job out there.
Waldron Partners was just a dream in 1975 for Bob Waldron. It has now grown to become a successful family-owned business with clients across the United States. Our team understands the emotional and physical needs of running your own company. We are here to push your progress and create greater value internally & externally for your business.
Waldron Partners’ unique financial plans are reflective of the needs of your business specifically. We review all aspects of your financial situation, analyzing taxes, legal documents, and asset distribution in order to develop a plan closely aligned with your business goals.
We also have connections to a variety of different advisors. Whether you need legal, tax, or financial advice, we are here for you.
Our team of associates can help support your business in issues including:
Business succession planning
- 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
- Medical Benefits
- Life Insurance
- Long-term Disability Insurance
- Dental Care
- Long-term Care Insurances
- Qualified Retirement Plans
Financial recommendations that could increase your value
- Family Transfers
- 3rd Party Transfers
- Management Buyout
Helping to potentially maximize returns for exit & succession
Request a meeting with Waldron Partners today to discuss how your business could improve with our assistance and join our exclusive community of visionary people doing meaningful work.
Are You Ready to Exit Your Business?
We encourage you to take the Business Exit Readiness Index™ (BERI™) Assessment below. It is a 10-minute survey designed to gauge your readiness to succeed your business. The answers to your twenty (20) short questions will only be shared with us if you select the box on the initial page. All of your information will be kept confidential and will not be shared with anyone outside of our business.
COMPLETE SURVEY HERE
