Business Owner Planning

Advice for Owners of Privately Held Businesses

Burkholder & Associates understands the unique business and personal goals of business owners. Services we provide include:

• Business Owner Planning & Advice
• Exit & Succession Planning
• Executive Compensation
• Corporate Retirement Plans & Benefits

Help for the next phase of your business development

Through hard work and perseverance, you’ve taken a vision and turned it into reality. You’ve built a successful business.

You’ve created wealth. Maybe you’ve even begun grooming the next generation of leadership. Now, it’s time for the next phase—capitalizing on the value you’ve created.

Burkholder & Associates provides pragmatic strategies to help grow and protect your business, with the goal of maximizing its value for transfer—allowing you to accomplish your personal, financial, and legacy planning goals.

For a list of our business owner planning services, click here: Business Owner Planning Brochure.

Your legacy starts here

As a business owner, you’re often too busy managing a team and overseeing day-to-day tasks to give the future its full due. Yet, your ultimate success will be measured by the creation and implementation of a comprehensive business plan that improves the probability of attaining your vision, values and goals.

Work with Burkholder & Associates for thoughtful, customized advice that reflects the goals for your business, life and legacy.

Click the link below to take a 20 question online assessment that can assist you in clarifying your vision for the future of your business. There is no cost to take the assessment and your answers are sent immediately to your e-mail and kept completely confidential.

Business Exit Readiness Index^™ assessment tool