Unique Financial Investment Plans & Consultations

BUSINESS INVESTING

Investment Plans & Consultations Designed to Meet Your Financial Objectives

Are you investing the right amount back into your business?

We work closely with business owners to ensure your company’s investments provide great benefits for your employees and overall business. Some of our offerings include:

Private Equity Investing
Acquiring or Merging Business Consultations
Plans for Businesses Expanding Organically

If you are looking for a more systematic process to invest company earnings, look to the team at Precision Wealth Strategies. It is with the knowledge gained from our own experience that you can be sure your business is set up for success.

CONTACT OUR TEAM TODAY

Liquidity Management With Precision Wealth Strategies

Your business is profitable and the company is making money. What do you do with it when distributing it is not the objective?

We understand reinvesting into your business is important. However, do you have a systematic plan to diversify balance sheet risk and continue to drive growth through reinvestment? It is necessary to deploy capital that reduces balance sheet risk. The key is knowing how to exit money from your business in the most timely and tax-efficient way. When working with the team at Precision Wealth Strategies, you can be sure your financial business objectives are executed.

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Invest Back Into Your Business with Employee Benefits

Do you have a strategy in place to attract and retain your key employees?

Strategic investments don’t always have to involve your company’s profits. The team at Precision Wealth Strategies recognizes the importance of protecting human capital. Do you currently have a plan to protect key employees? Do more for your employees when you work with Precision Wealth Strategies. With retirement plans and employer-sponsored health insurance, our team can help accomplish your investment goals. If you wondered about any of the following, contact our team.

Health Insurance:

Am I paying too much for the benefits my employees are receiving?
Are there better benefit options out there for my employees?

Retirement Plans:

Defined benefit plans
401K
Simple IRA
SEP IRA
Individual 401K

Business Advising: Consulting & Investments FAQ

In what ways can I improve the management of my money and reduce taxes?

Our clients are often interested in learning more about tax reduction methods when they meet with our advisors. While taking IRA reductions and optimizing your 401K can help, going through cash flow statements and learning more about the categories in which your earnings fall under provide our team with more information on ways to assist you. Once we have an understanding of where your money is coming from we can suggest tax reduction opportunities too.

View Our Tax Efficiency Video
Is there a way to secure, organize and access important business investments and documents?

Through Precision Wealth’s Vault, a secure digital document storage repository, you can easily access and store important documents, such as tax returns, business plans and business investment strategies. By using this program you and your advisor can exchange confidential documents, collaborate and share data easily and securely. Click here to learn more.
What security measures does my personal financial website & wealth management system use?

At Precision Wealth Strategies, we understand the importance of security and confidential information. Through password protection, encryption, secure data storage, routine security testing, 2-factor authentication and non-transactional components you can have the peace of mind your information will be protected. Explore more about the security used with our management systems.
What steps need to be taken before meeting with an advisor at Precision Wealth Strategies?
Before meeting with our team of experienced advisors we ask that you prepare the following items. This will not only ensure the meeting is efficient, but also helps us to begin forming the best plan for your financial success.
- Updated Cash Flow Statement
- Outside Assets
- Risk Questionnaire
- Expectations
- Changes In Your Life
- Outside Insurance
- Updated Documents
- Comparison of Outside Portfolio
If you have any questions about the meeting or documents, feel free to contact our team at (314) 994-6460.