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As a business owner, you face unique challenges and opportunities when building a financial future. You may want to know: How can I balance investing in my business and saving for retirement? How can my business assets factor into my retirement plan? What tax implications should I be aware of when saving for retirement? What kind of risk management strategies should I consider in my retirement plan? What legacy am I going to leave to my community and employees? How can I plan for succession in my business? How should I incorporate estate planning into my retirement plan? These questions are the tip of the iceberg for business owners and highlight the complexity of your situation.

That's why it's essential to work with a seasoned expert who understands the intricacies of your specific situation and timeline, tailoring investment strategies with your retirement vision and legacy goals.

Peter Newman, president and founder of Peak Wealth Planning, has more than two decades of experience as an entrepreneur and enjoys discussing business strategy with his clients.


If you grew your wealth through operating a business and are considering a sale, we can assist you to estimate after-tax proceeds. We can project and manage the sustainable lifestyle income you can expect from investing sale proceeds into a diversified mix of stocks, bonds, cash and real estate.


Peak Wealth Planning can provide tips and suggestions for preparing your business for a sale and help guide you through the process. We have a network of private equity firms that are interested in purchasing businesses, as well as investment banks and appraisers who can help value your business.

happy middle aged small business owner behind his cafe counter satisfied with his financial planning and succession plan
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