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As a business owner, you face unique challenges and opportunities when building a financial future. While you grow wealth through entrepreneurship and your business generates good income, Peak Wealth Planning can suggest investment strategies that may save you taxes, reduce your risk, and increase your overall wealth.

We help business owners maximize returns on idle cash, save for retirement, and plan for the future. We can also advise on overall balance sheet management (use of leverage), evaluate the pros and cons of various types of debt, and recommend retirement plans for your employees.

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
fresh powder on a mountain top


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