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Business Owners

Stage 2 Planning Partners specializes in working with owners of privately held businesses. Through our Blueprints for Tomorrow process, The Objective Review, our Tactical Review or Strategic Focus projects we help you choose what’s most important for you and your business, the thing that will make your life better. Once we are clear on what your goals are we help you choose the activities that are appropriate for you and your business. We believe choosing the correct activity for focus will result in a better life for you.

Business owners have special needs that are based on the ability of the owner of the private business to set the agenda for what happens in their business. Whether your goal is to provide sustainability for your company or improve your profits, we have tactical blueprints and strategies that can help you achieve your goals.

We believe that you need to stay in charge of all engagements with our firm. To insure this happens we’ve developed methods that insure that you choose what you work on, the manner you want to work on your activities and keep you in control of the success factors you desire.

A partial list of Business Owner Activities are:

DISCLOSURE: Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. Stage 2 Planning Partners and NFPSI are not affiliated.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.