Owning a business today comes with many moving parts. We can help.
Take care of your employees while potentially reducing business taxes.
Your employees get ownership and a sense of partnership while you get a recruitment and wealth creation tool.
These can be complex. We can provide guidance and knowledge on tax advantages and fiduciary requirements, as they vary from location to location.
Many of the top ways businesses transition ownership are not designed—they’re forced to circumstances like divorce, death, or other life events that we sometimes avoid thinking about. And without a succession plan in place, these forced transitions can lead to a significant loss of value.
We’re here to coach you and your team so you’re always ready for an exit—planned or unplanned. We begin by creating a clear roadmap that is designed to have the right systems and processes in place for when it is in a position to sell, so it will be at its full value potential. The goal is to facilitate a seamless transition that aims at efficiency and helps secure the future of your business.
*KDI Wealth Management does not offer legal or business evaluation services.
It's a desired lifestyle, relationships, health and more. We seek to help you feel wealth in every aspect of your life.