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Succession & Business Solutions

Planning may help you reduce taxes, increase retention, and future-proof your business.

Planning may help you reduce taxes, increase retention, and future-proof your business.

Business Retirement Solutions

Owning a business today comes with many moving parts. We can help.

Our Process

Employer-Sponsored Plans

Take care of your employees while potentially reducing business taxes.

Our History

Employee Stock Ownership Plans (ESOPs)

Your employees get ownership and a sense of partnership while you get a recruitment and wealth creation tool.

Our Values

Limited Partnerships

These can be complex. We can provide guidance and knowledge on tax advantages and fiduciary requirements, as they vary from location to location.

Liquidity & Exit Planning

Knowing you’re prepared for what may come can help you enjoy being in business, now and always.


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.

Wealth is more than a dollar amount.  

It's a desired lifestyle, relationships, health and more. We seek to help you feel wealth in every aspect of your life.  

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