Business Consulting

Newport Beach CA business consulting

As a successful business owner, you've spent years turning your vision into a prosperous enterprise. Given how much you’ve put into your business, you want a return that will secure financial freedom and leave a legacy of success for family, employees, and clients. At Wellington.Group, our goal is to help you grow, protect, and ultimately transfer your greatest asset as profitably as possible. Our insights and guidance will make preparing for this step as financially rewarding as possible.

When an owner wants to transition out of their business, this exposes them to their largest income tax event - unless proper planning is put in place well ahead of the transaction. If there is little effort made to mitigate the tax impact of a business exit, the net to the family is often reduced by unnecessary taxes. We help business owners minimize taxes by preparing optimal strategies well in advance of a third-party sale, family succession, insider transition, or a planned liquidity event.

Whether your strategy involves the sale of the business or keeping it in the family, we offer a full range of services to meet your needs. Whatever path you choose, you can count on us to lead the way with with balanced financial advice.

Contact us now to learn about all your options and find out how to pursue a plan that's right for you.

Our Business Consulting Services

  • The Team of Specialists
  • Grow and Build Business Value
  • Business Succession
  • Business Exit / Transition Planning
  • Owner Retirement Plans
  • Buy-Sell Agreements
  • Risk Management
  • Mergers & Acquisitions Advisory

Questions? Request a FREE Consultation Today.

Get in touch with us now to find out how Wellington.Group can help you reach your financial goals.