You've Built the Business. Now Let’s Build the Plan.

Whether you're scaling new growth, planning an eventual exit, or navigating the space between. We help business owners turn decades of work into durable, generational wealth.

As a business owner, your finances are anything but simple. Your income is tied to performance, your assets are often illiquid, and your decisions carry weight; not just for you, but for your employees, family, and future self. You’ve taken the risks, created the value, and worn every hat along the way.

Now, you deserve a partner who understands what it means to carry that responsibility and how to help you make the most of it.

At Bongard Wealth Advisory, we bring financial clarity to entrepreneurs at every stage, from growth and reinvestment through transition and post-sale strategy. We help you protect what you’ve built, unlock its value, and plan for what’s next, on your terms.

Phase 1: The Growth Stage

Build Your Business and Your Balance Sheet

Most business owners spend years building value, but only a few months figuring out how to unlock it. We help you grow your business without losing sight of your personal financial picture.

You can't scale if your personal plan doesn't evolve with your business.

How We Help During Growth:

  • Compensation and dividend strategies to optimize personal income
  • Holding company and tax-aware investment structures
  • Shareholder and key person insurance for protection
  • Personal financial planning alongside business goals
  • Risk management that reflects entrepreneurial reality

Phase 2: The Transition Stage

Plan Your Exit Like You Planned Your Growth

A successful transition isn't just a transaction. It's a process, one with financial, legal, and emotional layers. Whether you're one year out or five, we help you build the right team, the right plan, and the right mindset.

You only sell your business once. Let's make sure you get it right.

Pre-Sale Planning Services:

  • Exit readiness and after-tax proceeds modeling
  • Strategic coordination with M&A, legal, and accounting teams
  • Capital gains exemption strategy and holding company setup
  • Post-sale investment and liquidity planning
  • Emotional and family considerations during succession

Phase 3: After the Exit

Structure. Clarity. Purpose.

You've crossed the finish line — now what? The liquidity event is just the beginning. We help you reinvest with purpose, organize your new financial life, and define what's next on your terms.

You built the business. Now let's build the next chapter, on your terms.

Post-Exit Planning Includes:

  • Personalized investment strategy and discretionary management
  • Estate planning and intergenerational wealth transfer
  • Philanthropic strategies and private foundation guidance
  • Family governance and succession design
  • Finding structure in a new chapter

From Builder to Steward

Building your business took courage, clarity, and years of hard work. Stepping into the next phase, whether that's selling, stepping back, or handing it down, requires just as much thought.

We help you move from builder to steward, with strategies grounded in your values, built to preserve what you've created, and flexible enough to adapt as life changes.

It's not just about optimizing a sale; it's about designing a future that works for your family, your finances, and your legacy.

Ready to Talk About What's Next?

Whether you're growing, transitioning, or already on the other side, we'll help you align your wealth with your life.

Start the Conversation