Business Owners
Business owners are innovators. They build businesses that evolve, constantly identifying new ways to meet market demands and drive growth. We understand this entrepreneurial spirit because we’re builders, too. Our wealth management services are designed specifically for growth-minded business owners. We help manage risk, structure financing, limit tax liability, and plan for long-term success.
Budget & Cash Flow Analysis
Liquidity is crucial to business owners. Bottlenecks in budgets restrict their capabilities and are often hard to predict. Our team locates those pain points and develops strategies that free up cash and strengthen investments. We’ve also built an extensive network of professionals to help our clients with lending solutions.
Tax Planning
Veracity Capital helps business owners find strategies for mitigating their tax liability. Our qualified financial professionals find opportunities for tax credits and incentives, stay updated on tax legislation, identify deductible expenses, and implement strategies for investments and debt management that improve our clients’ tax standing.
Risk Management
Constant evaluation with proven tools and resources are a huge help for business owners in preserving their assets. Veracity Capital does this by identifying insurance strategies, encouraging proper asset titling, finding business structures most conducive to asset protection, and pursuing portfolio diversification to mitigate risk.
Succession & Exit Planning
When you’re ready to move on, Veracity Capital helps set a clear path for succession or business exit. We assist with business valuations, securing steady income, and preparing for tax implications. Selling a business is complex, but we guide you through each step.
Retirement Planning
Business owners often dream of stepping away to enjoy a well-deserved retirement. We create personalized plans to reduce your tax liability, optimize your 401(k) or SEP-IRA, and align investments with your goals, so you can focus on enjoying life after work without the worry of financial management.
Estate & Legacy Planning
When it comes to leaving an impactful legacy, we walk you through your various options. We show you projections of potential asset and estate growth—something a lawyer can’t help with. Veracity Capital also assists with strategies for passing on large and complex assets to various beneficiaries and trusts, working with your estate planning attorney to help you make a smooth transition.
Let’s take this journey together.
Our goal is to help guide you toward a successful, secure, and confident financial future.