Business Owner Consulting

Cardinal Wealth Management has a distinct advantage in this area. Earlier in his career, our founder successfully built and sold several business entities. We are entrepreneurs consulting entrepreneurs. We guide business owners through best practices for tax planning, retirement programs, benefits, insurance, buy sell agreements, key man issues, operating agreement updates and consultation, choice of corporate structure, generational business transition planning, budgeting, maximizing cash flows, as well as all estate planning concerns. We assist business in creating and executing strategies to merge, partner, and/or monetize their businesses.