top of page

Entrepreneurs

UNLOCK REWARDS FROM THE BUSINESS YOU BUILT

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
fresh powder on a mountain top

SELLING YOUR COMPANY

Peak Wealth Planning logo
Peak Wealth Planning

How To Get Started

SCHEDULE A CONSULTATION

Schedule a brief phone call or meeting with us to confidentially discuss your financial situation and life goals. There is not obligation or charge for an initial discussion.

Peak Wealth Planning

Become a Peak Insider

GAIN ACCESS TO ON-GOING FINANCIAL EDUCATION.

Peak Wealth Planning
  • Facebook
  • LinkedIn

Peak Wealth Planning

4311 North Ravenswood Ave

Suite 217

Chicago, IL 60613

​​

​

217-303-5040

Schedule a Discovery Call

​​

Serving areas in and around: Illinois (Champaign, Urbana, Springfield, Bloomington, Peoria, Chicago, Clarendon Hills, Long Grove, Buffalo Grove, Naperville, Evanston, Western Springs, Bannockburn, Oak Park, Hinsdale, Uptown, Ravenswood, Lakeview, Lincoln Square, Lincoln Park, Vernon Hills, Wilmette, and La Grange Park), and nationwide.

Copyright 2025. Peak Wealth Planning, LLC.

​

SITE MAP | DISCLOSURES & LEGAL INFORMATION | PRIVACY & DATA COLLECTION POLICY

​

Peak Wealth Planning, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists.​

 

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses. 

​

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

bottom of page