Business & Exit Planning

Business owners face a unique set of financial decisions that impact not just their bottom line, but their legacy. At Nue Wealth, we help entrepreneurs bring structure to complexity, bridging the gap between personal wealth and business success.

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Whether you're focused on growing, optimizing, or selling your business, we bring insight, clarity, and strategy to every phase of ownership:

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• Comprehensive Business Owner Planning – We integrate your business with your personal financial plan, helping you manage income, distributions, and liquidity alongside your long-term goals.

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• Entity & Tax Structure Planning – From S-corps to partnerships, we review your business structure with your CPA and legal team to ensure it's efficient and aligned with your vision.

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• Small Business Retirement Plans – We design and implement tax-efficient retirement plans for business owners and their teams, including Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and defined benefit plans.

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• Exit Strategy Development – Whether you're planning an internal succession, exploring a third-party sale, or just beginning to think about what’s next, we help you define and prepare for your ideal outcome.

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• Transaction Readiness & Deal Support – We support you through the exit process, including modeling potential outcomes, coordinating professional partners, and aligning the deal structure with your personal financial plan.

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• Post-Sale Planning – The sale isn’t the end, it’s the beginning of a new chapter. We help you manage proceeds, work to reduce taxes, and structure your wealth for the next phase of life.

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We understand that your business is more than an asset, it’s a part of your identity. Whether you're years away from selling or getting ready to negotiate, our role is to help you think clearly, act strategically, and prepare for what’s next.