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As a business owner, you spend all day making sure your business is operating smoothly. After investing so much time in keeping your company afloat, you likely have little bandwidth left to manage your finances. Plus, it can be challenging to shift your focus from a hyper-specialized industry to global markets.


As a result of these obstacles, many business owners find themselves putting off their financial planning. They have a company CFO and business plan but no personal CFO or financial plan. Financial planning is a task that is easy to relegate — but painful when forgotten. 


That’s where GWS comes in. We want you to feel comfortable delegating this portion of your life to us, just like you trust tasks every day in your business. Our goal is to get you to a place of financial independence, regardless of whether and how you ultimately decide to transition your business. That way, you’ll never be in a position to force the sale of your business. Instead, you will have the option to pass it on to future generations, work longer, sell to a third-party buyer, or any other transition option you choose.


How do we get you to that place of financial independence? We create and manage hub accounts based on the answer to this question. Next, we review, analyze and make recommendations for you:

Buy & Sell Agreements

Operating Agreement

Key Person Insurance

Employee Benefits

401(k) Plans

Along the way, we provide counsel and insight to you, so you can be assured you’re doing the right things to plan for your future. We’ve worked with hundreds of business owners and are well-qualified to help you navigate these complexities, whether you plan to transition your business in two years or 10.


We’ll help you keep just the right amount of cash on the sidelines, so you can be better positioned for a terrible recession if it were to happen while also investing the right amount of money in providing the lifestyle you desire now and in the future.

Want to Learn More?

Download our FREE Exit Planning E-Book: "Your Exit Plan Starts Now: Business Owner Tips from Guest Larry Weiss" or for more in-depth information regarding business owners contact, Lead Advisor Daniel Goeddel.

Daniel Goeddel, MBA

Partner | Chief Development Officer | Lead Advisor

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