Business Financial Planning & Solutions

Our Approach

For business owners, Aventus Investment Advisors provides succession planning, strategic alternatives, and business estate planning. Business owners are able to focus on their strategic objectives through the differentiated, value added advice we provide. 

The Benefits

We deliver to our clients an integrated advisory approach to business financial planning that draws upon our unique combination of experience in providing both business advisory services and wealth management services. Our clients benefit from our advisory approach that looks to maximize company value for business owners on an after tax basis.

Our Business Planning Solutions:

We help you develop a strategy for passing on the leadership roles in your business.

Financial analysis and industry knowledge are tools needed to make the right decisions.

Detailed review of company and industry dynamics, combined with financial statement review, can provide insight into what your company may be worth.

Exit planning is a customized process of setting business exit goals and implementing targeted strategies to achieve them.