Business Advisory Services
At Pristine Wealth Management, Business Advisory Services are designed to help entrepreneurs, executives, and closely held companies make smarter financial decisions that drive growth, reduce risk, and build long-term value. Here's how these services typically break down:
💼 Strategic Business Planning
- Business structure optimization (LLC, S-Corp, C-Corp)
- Growth and expansion strategies
- Succession and exit planning
- Mergers & acquisitions support
📊 Financial Management & Forecasting
- Cash flow analysis and budgeting
- Capital allocation and debt structuring
- Profitability improvement strategies
- KPI development and performance tracking
🧾 Tax Strategy & Compliance
- Entity-level tax planning
- Owner compensation and distribution strategies
- Tax-efficient retirement and benefit planning
- Coordination with CPAs and legal teams
🛡️ Risk Management & Insurance Review
- Business continuity planning
- Key person and buy-sell agreement funding
- Liability and asset protection strategies
👥 Executive & Employee Benefits
- Retirement plan design (401(k), SEP, SIMPLE)
- Deferred compensation and bonus structures
- Group benefits consulting
These services are often integrated with personal wealth planning to ensure that the business and the owner’s financial life are aligned.