Lion's Share for Business Owners

As a business owner you require a different approach to wealth management because you have different wealth management needs than most. Much of your wealth is likely locked up inside your company. Whether you are an established entrepreneur, new small business owner, or part-time consultant, there are many financial risks and opportunities associated with running a company.

Not everyone can be a business owner. It takes a special kind of person: an entrepreneurial spirit, a sense of independence, and self-reliance. We at Lion's Share get that about you. We also know that making the transition from being a business owner to an investor raises questions and concerns. Depending on the stage of your company, you may be evaluating the benefits of starting a retirement plan or cash balance pension plan. Starting a retirement plan for your business can reduce your taxable income and allow you to save a significant amount for retirement.

In addition, you have unique challenges such as succession planning, business valuation and a retirement plan for your business. This leaves very little time to think about your own personal finances and running these like you run your own business. We also understand that retiring from your own business can be difficult after having invested the better part of your working years to achieve success. For many business owners, a retirement date is not always within their control, and the funds available for retirement can vary.

We can help make your job easier. Lion's Share can also serve as your personal CFO helping you coordinate and implementing all faucets of your financial goals. We tailor our services to the unique needs of each individual client with the goal of developing lasting relationships across multiple generations.

Why Choose a Lion's Share Advisor

Planning ahead with Lion's Share can protect the business you’ve worked so hard to build, and help you ensure your future prosperity. The design of a plan for your company’s future requires specialized expertise.

Lion's Share approach for business owners is a rewarding experience. Your Lion's Share financial advisor expertise bundled with Lion's Share Quadrant System can unlock all kinds of potential for not only your personal financial success, but your business as well.




Your wealth management plans should determine what insurance coverage is right for you. At Lion's Share goal is to align your coverage.

Lion's Share affiliated entity CPAs, our wealth managers, and attorneys work together to offer our clients the best tax services.

With cyber criminals becoming bolder and cyber attacks getting bigger and more frequent every year, business owners must take control of their security.


Risk Management

Many business owners with growing businesses wear many hats and do not have the planning in place should they suddenly not be around. Being in that type of situation is a risky position for your business and family, in the case of your death, disability, or critical illness.

A Lion's Share advisor can help you reduce this risk by guiding you how you can protect your business in the case of one of your business partner’s death, disability, or critical illness. As well as your family.

Tax Efficiency

The tax problems of business owners, are unique to them. Without proper tax planning, as you make more money, you’ll get pushed up into higher tax brackets. This creates the dilemma of how can you enjoy a better lifestyle while minimizing your taxes?

By being a client of Lion's Share, we will guide you. There is a solution to almost every tax problem.

Happy Employees

How your company treats its employees will impacts your bottom line. To reach your wealth, lifestyle, and business goals, you need great employees who are engaged. To attract and retain the best employees a business needs to offer a benefits package that matches, or even beats your competitors. A Lion's Share advisor can guide you every step of the way.