The Hayden McLennan team has the expertise to help business owners navigate their wealth today and make solid plans for tomorrow.

Whether you’re looking to evaluate and sell a business, transition ownership though the generations, or navigate complex tax issues to maximize yields, we can help. Ask us how to:

  • Build and manage assets
  • Liquidate money out of a business
  • Transition from active work to retirement
  • Transfer wealth to children or grandchildren
  • Transition ownership to the next generation

Financial advice for self-made professionals

 

Following an initial consultation, we’ll develop a clear picture of your goals for your business, and your family. Our wealth advisory team will work with you to explore meaningful improvements to your overall financial structure. You can expect:

 

Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals.

 

Wealth management: Unbiased stewardship of your complete financial picture .

 

Succession planning: For family-owned businesses.

 

Tax planning guidance: To ensure your financial plan is efficient, and your tax liability minimized.

 

Ongoing touch points: Periodic meetings based on your personal needs.

 

Referrals: Connections with a network of independent experts-accountants, lawyers, lenders, and insurance experts 

 

 

 

 

Ready to discuss wealth planning for your family?

Connect with Hayden McLennan today