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South Burlington, VT 802.846.1264

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Business Wealth Management Process Mind Map

Business Wealth Management Process Mind Map

wealth-management-advice-300x225We've put together a mind map that covers the wealth management process for private business owners.  We find that private business owners have different needs than those of non-business owners. 

The business is tied so closely to the owner that both need to be dealth with in an integrated manner.  The mind map that we've put together shows the relationship between your personal and business life.

Some of the areas displayed in the mind map are:

  • Asset preservation strategies
  • Investment strategies
  • Exit Planning
  • Building enterprise value
  • Passive ownership strategies

As you look at this mind map you will see the relationships between various areas in your personal and business life.  You can start drawing relationship lines between them and decide which area is most important for you to work on now.

To get this mind map, please fill out the form on the right now.

Download Mind Map