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[et_pb_section fb_built=”1″ fullwidth=”on” disabled_on=”off|off|off” _builder_version=”4.16″ bottom_divider_style=”curve2″ bottom_divider_color=”#ffffff” global_colors_info=”{}”][et_pb_fullwidth_slider show_arrows=”off” show_pagination=”off” show_cta_on_mobile=”off” show_image_video_mobile=”on” disabled_on=”off|off|off” admin_label=”INNER HERO V1 – DESKTOP” _builder_version=”4.16″ custom_padding=”50px||50px|” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|desktop” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][et_pb_slide heading=”Business Financial Planning” use_bg_overlay=”off” use_text_overlay=”off” admin_title=”Business Financial Planning” _builder_version=”4.16″ header_font=”Open Sans|800|||||||” header_text_align=”center” header_font_size=”65″ background_color=”#7ebec5″ background_image=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES-BusinessPlanning-Financial_1A.jpg” parallax=”on” button_on_hover=”on” custom_padding=”400px||200px|” custom_padding_tablet=”200px||200px|” custom_padding_phone=”100px||100px|” custom_padding_last_edited=”on|phone” child_filter_saturate=”0%” header_font_size_tablet=”65″ header_font_size_phone=”38″ header_font_size_last_edited=”on|phone” header_text_shadow_style=”preset5″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_transition=”on”]
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[\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”BODY – Business Financial Planning” _builder_version=”4.16″ text_line_height=”1.9em” global_colors_info=”{}”]<\/p>\n
In the rush of day-to-day business activities, many small business owners may lose sight of what they had originally hoped to accomplish. As your company grows and develops, it\u2019s important to keep your priorities on track so your business activities are consistent with your long-term personal goals and objectives. Drawing upon our decades of experience working with business owners, Touchpoint Wealth Partners can help you, in a wide variety of ways, prepare for and plan for business and personal financial success.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider color=”#e37358″ divider_weight=”10″ _builder_version=”4.16″ height=”25px” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”BODY – Business Financial Planning” _builder_version=”4.16″ text_line_height=”1.9em” global_colors_info=”{}”]Strengthening Personal Finances and Building Wealth<\/strong> Protecting Your Business against Loss of Key Employees<\/strong> Protecting a Business Partnership<\/strong> Preparing for Retirement<\/strong> Developing an Exit Strategy<\/strong> Retaining the Company within Your Family<\/strong> 4605 East Galbraith Road, Suite 200 [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_White_wTag.png” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”LOGO – WHITE” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text – FOOTER DISCLOSURE” _builder_version=”4.16″ text_font=”|300||on|||||” text_font_size=”11px” text_line_height=”1.6em” link_text_color=”#ffffff” text_orientation=”justified” background_layout=”dark” global_colors_info=”{}”]<\/p>\n Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.<\/b><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" In the rush of day-to-day business activities, many small business owners may lose sight of what they had originally hoped to accomplish. As your company grows and develops, it\u2019s important […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":172,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":" This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p> Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote> ...or something like this:<\/p> The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>
\nMany business owners become so engrossed in running their companies, they inadvertently put their personal finances on the back burner. This may occur if most of their liquid assets are tied up in the business. However, to achieve financial independence and build personal wealth, it\u2019s important to make personal savings a priority. By working with our team to prepare regular financial reviews, and taking follow-up action as needed, you can help develop and strengthen your personal financial position.<\/p>\n
\nAll business success is dependent on its men and women whose knowledge, leadership, judgment, or connections are what make things happen profitably. The death of a key person can result in serious consequences for the business. When insuring a loss through death, Key Person Life Insurance can provide an important source of revenue replacement. Further, the insurance can be designed to accumulate reserves that may be used ultimately for retirement, a termination replacement, or the retraining of successors.<\/p>\n
\nIf a business partner dies, a Buy-Sell Agreement protects the business and remaining owners from inactive, uninformed, and potentially dissident shareholders and helps consolidate control in the hands of the agreed upon group. Additionally, it helps fix the value of each owner\u2019s business interest. From the viewpoint of the heirs of a deceased business owner, a buy-sell severs their dependency on the surviving owners and the economic fortunes of a business that has lost a key person.<\/p>\n
\nMany tax-deferred, qualified retirement savings vehicles such as Simplified Employee Pension Plans (SEPs) or 401(k) plans are available to business owners and their employees. The size of a company, as well as the ages and salaries of its employees, often determines which type of retirement plan is best in a given situation. In addition, non-qualified plans allow business owners to provide selective benefits for themselves, as well as their key employees.<\/p>\n
\nWill your small business be marketable if and when you decide to sell? It\u2019s important to develop an \u201cexit\u201d strategy that can help provide cash commensurate with the value of your business in the event you choose\u2014or are forced (due to death or disability)\u2014to divest.<\/p>\n
\nIf your company is operated by more than one family member, you may wish to keep the business in your family. In this situation, it\u2019s important to learn about transfer tax issues and develop a business succession plan that will help secure your long-term goals and objectives.
\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ prev_background_color=”#ffffff” _builder_version=”4.3.2″ background_color=”rgba(33,73,99,0.56)” background_image=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_FOOTER_1B.jpg” top_divider_style=”wave” global_module=”128″ global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.16″ custom_padding=”50px|||” width_unit=”off” custom_width_percent=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/contact\/contact-how-to-reach-us\/” button_text=”Connect with Us” button_alignment=”center” admin_label=”Button – Connect with Us” _builder_version=”4.16″ custom_margin=”30px|||” button_bg_color_hover=”#e0e0e0″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_text_size__hover=”null” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_text_color__hover_enabled=”off” button_text_color__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_border_width__hover_enabled=”off” button_border_width__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_border_color__hover_enabled=”off” button_border_color__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_border_radius__hover_enabled=”off” button_border_radius__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” button_two_border_radius__hover_enabled=”off” button_two_border_radius__hover=”null” button_letter_spacing__hover_enabled=”off” button_letter_spacing__hover=”null” button_one_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover=”null” button_two_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover=”null” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#e0e0e0″ button_one_bg_color__hover_enabled=”off” button_one_bg_color__hover=”null” button_two_bg_color__hover_enabled=”off” button_two_bg_color__hover=”null”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text – FOOTER CONTACT INFO” _builder_version=”4.16″ background_layout=”dark” global_colors_info=”{}”]<\/p>\n
Cincinnati, OH 45236
513.898.9100
info@touchpointwealthpartners.com<\/p>\n