Financial Clarity:

Secure and Enhance Your Business

Are you a business owner aiming for long-term stability, increased value, and a greater future your business? Do you want to be prepared for any unforeseen challenges that may impact your business? You are in the right place.

Financial Planning for Small Business Owners

Find the Gaps

Without clarity from planning and preparedness, your business might face unanticipated hurdles like leadership gaps, revenue concentration risks, and outdated policies. These issues could significantly reduce your business’s value and longevity. Start to take steps to create a straight path toward financial confidence for your business and yourself.

Explore Comprehensive Business Services: Tailored for Each Stage of Your Journey

  • Ready to transition with confidence? From business value evaluation to strategic planning for sale or succession, we ensure a seamless, successful exit. Explore our Business Exit Planning services here.

  • Discover comprehensive tax planning for business owners. CWG offers personalized strategies to optimize taxes, manage retirement plans, and enhance financial stability. Learn more about Business Tax Planning.

  • Ensure seamless business continuity with Buy/Sell Planning, Exit Planning, Key-Employee Protection, Equity Compensation, & Merger & Acquisition referrals.

  • Streamline retirement plans for employees and discover tailored business owner retirement planning. Ensure compliance, simplify administration, and empower your team's future with our comprehensive retirement solutions. Learn more about Retirement Plan Design & Management.

  • Ensure your decisions drive lasting financial confidence and success. Turn business profits into opportunities with expert guidance to balance reinvestment, diversification, and personal portfolio growth. Learn more about investment management.

  • Safeguard your legacy with tailored estate planning solutions that streamline wealth transfer, minimize taxes, and secure your family's and business's future prosperity.

  • Protect your business with comprehensive risk management, including tailored insurance, legal safeguards, and proactive strategies for stability.

  • Enhance your cash flow with efficient Treasury Cash Management services, optimizing liquidity, payments, investments, and financial operations.

  • Empower growth with tailored lending solutions for business owners, including loans, credit lines, and financing options to meet your unique needs.

  • Simplify complex business transactions with with coordinated legal, tax, and advisory services. We will help ensure seamless integration and alignment with your comprehensive wealth management strategy.

  • Maximize Executive Benefits with Executive Bonus, Deferred Compensation, Salary Continuation, Disability-Buyout, and Employee Stock Ownership Plans.

Take Control

At Cornerstone Wealth Group, we care about your financial future. We specialize in identifying and enhancing the key value drivers that impact the sale of a business. Our curiosity has brought us extensive experience in partnership structures, buy-sell agreements, and business bylaw planning. This places us as your trusted advisor dedicated to your business’s success.

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Clear Steps to Build Confidence

  • Our team will look at policies and procedures, quality of earnings and revenue. We will identify business objectives and financial challenges. Then our team will assess current financial status, including assets, liabilities, and cash flow.

  • The Cornerstone Wealth team crafts a comprehensive financial and investment plan tailored to embody the unique ideals and goals of your business.

  • Execute the financial plan, including investment strategies and risk management. Coordinate with relevant parties to implement tax optimization strategies and other financial planning elements.

  • Regularly review the business's financial performance and adjust the strategy as needed. Our help with work with you to stay informed about market trends, regulatory changes, and other factors influencing the business landscape.

  • Conduct periodic performance reviews with the business owners and stakeholders. Deliver comprehensive reports outlining the progress towards financial goals.

  • Collaborate with business leaders to reassess long-term objectives and adjust the financial strategy accordingly. Plan for future business developments, succession, and legacy considerations.

Run Your Business As If You Have to Sell It Tomorrow

Imagine a business that not only operates smoothly but also has increased value and stability. With our collaborative approach, you’ll be ready for any future transitions or legacy planning, ensuring long-term prosperity and a successful handover when the time comes.

Without strategic planning and risk management, your business may face unexpected obstacles that could significantly diminish its value and stability. Don't let these challenges catch you off guard.

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  • The CWG Advantage

    As a business owner and leader, you deserve a wealth management partner as adept as you are in your field. With decades of experience, our team specializes in guiding entrepreneurs through the nuances of corporate finances. Your commitment to expertise finds its match in our unwavering dedication to understanding your unique circumstances. Let us be your trusted experts in financial navigation.

Case Studies

Complex Family Solutions

  • This family-run business faced complex financial dynamics, including a mismanaged 401(k), executive compensation needs, and lack of comprehensive wealth planning.

  • Cornerstone Wealth stepped in to provide tailored solutions by restructuring the family’s problematic 401(k) plan, developing a comprehensive executive compensation strategy, and providing personal financial management. Cornerstone also implemented robust life insurance policies, transforming the family’s financial landscape, fostering financial stability and growth.

Navigating Sucession

  • The Anderson family faced significant challenges in transitioning their family business to the next generation, with all three sons involvement to varying degrees.

  • Cornerstone Wealth Group customized strategies to ensure fair asset allocation, sustainable 401(k) management, and clear succession planning. They facilitated family discussions, set up 529 plans for future generations, and integrated the family's philanthropic goals, resulting in a successful business transition and enhanced financial security.