Business Advisory Services

We understand, your business is like another child to you. You started it with an idea and vision and have spent the last years if not decades building, grooming and caring for its well being as well as the people who help you make it so valuable. The Question is... how do we optimize business success to personal wealth, freedom and fulfilment? We understand because we’re business owners too and our work together with business owners is personal to us.

Business

Formation

Understanding the options of what is most critical for your foundation of success.



  • Entity Type Evaluation and Selection
  • Partnership and Operating Agreement Review/Formation
  • Buy-Sell Review/Formation
  • Buy -Sell Funding Options and Design

Business Benefits

Planning

Taking care and fostering the well being of your employees.



  • Health Insurance Coverage: Option Evaluation and Design
  • Life, Disability, Dental and Vision Insurance Coverage Options
  • Executive Team and Key Person Carve Out Design
  • Annual cost management analysis and evaluation
  • On-line portal and employee benefit management solutions


Business Retirement

Planning

Plan designs to facilitate that your and your employees are saving and on track for your future.

  • Self Employed Plans
  • Employer Sponsored Plans:
  • 401K Administration and Fiduciary Services
  • Employee Education and Seminars
  • Distribution planning education, design and management

Business Succession

Planning

Hub Wealth Strategies takes into account everything your money touches.


  • Review of the 8 ways to Exit your business
  • Education and Guidance around which path to pursue
  • Outside Advisor collaboration and strategy integration
  • Cash Flow Modeling for pre and post sale considerations

Business

Formation

Business Benefits

Planning

Business Retirement

Planning

Business Succession

Planning

Understanding the options of what is most critical for your foundation of success.

Taking care and fostering the well being of your employees.

Plan designs to facilitate that your and your employees are saving and on track for your future.

Every business has a start, continuation, and ultimate exit. Planning for exit is critical through all phases.

  • Entity Type Evaluation and Selection
  • Partnership and Operating Agreement Review/Formation
  • Buy-Sell Review/Formation
  • Buy -Sell Funding Options and Design
  • Health Insurance Coverage: Option Evaluation and Design
  • Life, Disability, Dental and Vision Insurance Coverage Options
  • Executive Team and Key Person Carve Out Design
  • Annual cost management analysis and evaluation
  • On-line portal and employee benefit management solutions
  • Self Employed Plans
  • Employer Sponsored Plans:
  • 401K Administration and Fiduciary Services
  • Employee Education and Seminars
  • Distribution planning education, design and management
  • Review of the 8 ways to Exit your business
  • Education and Guidance around which path to pursue
  • Outside Advisor collaboration and strategy integration
  • Cash Flow Modeling for pre and post sale considerations

Business

Formation

Understanding the options of what is most critical for your foundation of success.

  • Entity Type Evaluation and Selection
  • Partnership and Operating Agreement Review/Formation
  • Buy-Sell Review/Formation
  • Buy -Sell Funding Options and Design

Business Benefits

Planning

Taking care and fostering the well being of your employees.

  • Health Insurance Coverage: Option Evaluation and Design
  • Life, Disability, Dental and Vision Insurance Coverage Options
  • Executive Team and Key Person Carve Out Design
  • Annual cost management analysis and evaluation
  • On-line portal and employee benefit management solutions

Business Retirement

Planning

Plan designs to facilitate that your and your employees are saving and on track for your future.

  • Self Employed Plans
  • Employer Sponsored Plans:
  • 401K Administration and Fiduciary Services
  • Employee Education and Seminars
  • Distribution planning education, design and management

Business Succession

Planning

Hub Wealth Strategies takes into account everything your money touches.

  • Review of the 8 ways to Exit your business
  • Education and Guidance around which path to pursue
  • Outside Advisor collaboration and strategy integration
  • Cash Flow Modeling for pre and post sale considerations

HUB Wealth Strategies was built by entrepreneurs to advise and guide both our private clients and privately held business on the issues which matter most to their specific circumstances. Each of our collaborations while common under our approach and methodology, is unique to the goals, desires, resources and priorities of our clients. Our work is centered to drive your confidence, empowerment and freedom.

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