Running a Business is Demanding.

Your Finances Shouldn't Be.

As a business owner, your time is limited and your finances are complex. You need more than just a financial advisor — you need a coordinated team that understands how your business and personal life intersect. At Wealthquest, we build you a tailored, personal financial plan that works in tandem with your business strategy, so you can lead with clarity and plan ahead with confidence.

Our Team Helps You:

Create a sustainable income plan in the face of irregular cash flow

Manage liquidity and build personal savings

Protect your family with the right insurance and legal structures

Plan for retirement outside of a business sale

Reduce tax exposure across personal and business income

Develop an exit strategy and prepare for a transition

Schedule Your Free Consultation

Exit Strategy & Business Sale Planning

Exit planning isn’t just about maximizing a sale price. It’s important to align your business exit with your life goals. Whether you're planning to internally transition ownership to the next generation or pursue an outside sale, your exit strategy should align with your long-run financial plan. You’ve built something valuable so let’s secure your legacy.

Our financial advisors will:

Understand the true value of your business
Prepare for a tax-efficient sale or transition
Align your personal and business tax returns
Audit your business to ensure tax efficiency
Create a plan for life after business ownership
Transition wealth to family, partners, or charitable causes

Book a Strategy Meeting

How It Works

One Team. One Plan. One Simple Fee.

Meet With Us

We’ll get to know your business, your goals, and your timeline.

Build a Unified Financial Plan

Our team creates a strategy that integrates your business and personal finances.

Execute With Confidence

We handle the details so you can focus on your goals.

Google Reviews

“I have been with Wealthquest for over 15 years. They helped me manage my finances as a recent graduate who was starting my own business, and have continued to support me throughout my career and life with each milestone. Their team of advisors are incredible listeners, helps me sort through my financial goals to come up with impactful solutions, and have set me up for success. I highly recommend working with Wealthquest.”

- Lisa K. Bambach

(This is an uncompensated testimonial. There are no known conflicts of interest.)

“As a business owner, working with Wealthquest has been a fantastic experience. Michael does an excellent job educating us on the financial options available and helps paint a clear picture of what each decision means for our future. He’s been incredibly flexible as our family and business have grown, ensuring our financial plan evolves with us. I highly recommend Michael and Wealthquest for anyone seeking knowledgeable and personalized financial guidance.”

- Devin Kelly