Building Value. Preparing for Transition.

For many entrepreneurs, the business is their largest asset — yet most owners haven’t planned for how they’ll eventually transition, exit, or protect it. At Ascend Integrated Wealth, we combine business consulting with exit planning principles to help you pursue strategies designed to increase enterprise value today while preparing for tomorrow.

  • Entity Structuring & Tax Efficiency – The way your business is structured impacts everything — from liability protection to tax outcomes and succession flexibility. We help you optimize your entity structure (S-Corp, LLC, partnership, or C-Corp) and coordinate it with your personal tax strategy to reduce exposure and support tax-efficient outcomes.
  • Retirement Plan Design – Strategically designed retirement plans can help make your business a tax-efficient wealth-building vehicle. We help you evaluate options such as 401(k)s, SEPs, profit-sharing, and cash balance plans to help minimize current tax burdens while accelerating long-term savings.
  • Risk & Continuity Planning – Unexpected events can threaten everything you’ve built. We implement protection strategies including buy-sell agreements, key-person coverage, and succession plans to help support business stability and protect your family in the face of the unexpected.
  • Value Growth Consulting – Our advisors work with you to identify and strengthen the core drivers of enterprise value — recurring revenue, operational efficiency, leadership depth, and profitability. By improving these metrics, your business may become more attractive, transferable, and resilient to market cycles.
  • Exit & Transition Planning – Whether your future includes a family succession, management buyout, strategic sale, or private equity transaction, we help you prepare for every possibility. Our integrated approach ensures your exit strategy aligns with your wealth, tax, and estate plan — helping you pursue a more tax-efficient after-tax outcome.
  • Personal Financial Readiness – Your business and personal wealth are inseparable. We ensure your personal financial plan, tax strategy, and estate design are coordinated with your business goals, so that when the time comes to exit, your wealth strategy continues to support you and your family.

Integrated Planning That Builds Lasting Value

Unlike traditional business consultants who operate in silos, Ascend integrates business planning with your investments, taxes, insurance, and estate strategy — so every decision builds transferable value and protects your legacy.

We understand that business owners face complex, ever-changing challenges — managing risk, optimizing cash flow, preparing for potential liquidity events, and planning for eventual transition. Our multidisciplinary team brings together expertise in finance, tax, and estate planning to deliver solutions that help support your business at every stage.

Comprehensive Business Consulting with Ascend Includes:

  • Business risk assessment and continuity planning.
  • Entity review and tax coordination for efficiency.
  • Exit and liquidity event preparation.
  • Employee and executive benefit design.
  • Integration with personal financial, tax, and estate strategies. 

Schedule a Conversation

Discover how Ascend Integrated Wealth can help support your business today while preparing for tomorrow.
 

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Extensive experience supporting business owners in their efforts to mitigate risk

At Ascend Integrated Wealth, our team is comprised of multi-disciplinary advisors who have specialized knowledge in financial planning for business owners. When you partner with us to incorporate risk management into your business plan, our team will assess risk factors, including your business structure, operations, financials, and insurance coverage.

We’ll then develop solutions designed to address your individual needs. We can help you create a plan for identifying potential risks and developing methods to help manage them.

Business risks and solutions tailored to your needs

When you partner with Ascend Integrated Wealth, you receive customized risk management solutions that take into account your existing circumstances and strategies for mitigating risk that are specifically intended to help protect you and your business.

Our team of qualified financial advisors will guide you through the process and develop a comprehensive risk management plan designed to work within the context of your business, providing detailed analysis and insights so that you can make informed decisions about your business risk management. Together, we can support efforts to protect your business and help plan for the future.

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A committed partner dedicated to helping your business succeed

With Ascend Integrated Wealth, you can be confident that you have a dedicated partner who is committed to helping you succeed. Our team of experienced advisors can work with you to develop risk management strategies for small businesses that are tailored to your specific needs, taking into account both short- and long-term goals.

We will then provide customized solutions that extend across multiple key areas of your wealth management — such as business succession planning, exit planning, tax planning, and liquidity event planning — to help support the protection of your business and assist you in planning for the resources needed to pursue your financial goals.