Wise Choice Planning Releases Wealth Navigator Rx Framework to Guide Business Owners Through Tax-Efficient Exits
Wise Choice Planning, LLC has launched its own Wealth Navigator Rx, a strategic planning model designed to guide business owners through challenging exit planning, succession, retirement, and multigenerational wealth preservation. We created this method in the face of increasing need for simplicity, coordination, and preparedness under uncertain economic times.
Maximizing Business Exit Value and Preserving Legacy
The Wealth Navigator Rx is structured to optimize business exit value with minimal tax effects and the protection of legacy assets for future generations. As a coordinated, relationship-based process, Wise Choice Planning serves as a financial quarterback. We work one-on-one with attorneys, CPAs, and family stakeholders to deliver seamless transitions supported by informed strategic vision.
Insights from 20 Years in Commercial Banking
From 20-years experience in commercial banking, I have observed, too many business owners spend their time running the business and too little on exiting it well. That’s where we can help. The Wealth Navigator Rx is here to safeguard your family, your business, and the life you’ve worked for.
The Urgency of Succession Planning
The Small Business Administration estimates that more than 10 million U.S. small business owners are expected to retire over the next 10 years, making succession a pressing issue. According to Forbes research, 70 percent of family businesses do not successfully make it to the second generation. Wise Choice Planning’s model takes a proactive planning approach, confronting a broad array of events such as sudden death, retirement, or unforeseen market changes.
Multi-Generational Planning Tools
Our clients profit from our multi-generational planning solutions, which are specifically designed for family structure and inheritance objectives. In contrast to cookie-cutter solutions, our strategy is founded on individual relationships, long-term planning, and direct alignment with a client’s current professional network.
Founder’s Vision and Experience
Brent M. Wise established the company after a 20-year history in commercial banking. Having seen families lose value or pay unwarranted taxes when business transitions were poorly planned, he created the Wealth Navigator Rx to more effectively assist business owners in planning for their next stage.
Dedication to Asset Protection and Legacy Building
Wise Choice Planning, LLC is a leader in designing defensive asset protection strategies that face life’s financial risks and turn them into opportunities to enable individuals, families, and businesses to preserve their wealth and secure lasting legacies.
Business Entities and Affiliations
Brent M. Wise provides services and products under the business names below: Wise Choice Planning, LLC, insurance and financial services; Retirement Nationwide, Inc, insurance and financial services; Ameritas Advisory Services, LLC (AAS), investment advisory services. AAS is not associated with Wise Choice Planning, LLC or Retirement Nationwide, Inc.
Company Details
Organization: Wise Choice Planning, LLC
Contact Person: Brent M. Wise
Website: https://wisechoiceplanning.com/
Email: brent@wisechoiceplanning.com
City: Spokane
State: Washington
Country: United States
Release Id: 08092533623