Integrated Wealth Solutions for Entrepreneurs

Your business is your baby. Evergreen Wealth Solutions will help you make informed financial choices to help your business thrive.

Entrepreneurial crowd

Your Entrepreneurial Ensemble

We work as an ensemble, which means that you benefit from our collective knowledge and experience as well as our individual expertise. Together, we’ll collaboratively create, implement, and manage solutions that are tailored to help you reach and sustain your financial goals.

We’ll Help you Plan, Grow, and Prosper

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Business Planning

We’ll guide you down the road toward success with a personalized business plan developed just for you.

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Retirement Plans

Set yourself up for an amazing retirement with strategic retirement plans geared toward entrepreneurs.

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Financial Planning

We will help you create a financial plan that caters to your business’s unique needs and circumstances.

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Insurance Solutions

Need a better insurance solution for your employees? We’ll help you find the right coverage for your needs.

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Business Exits

Evergreen Exits supports entrepreneurs in all stages of business exits.

How We Help

Starting a Business

It’s important to start with a solid business plan and form the correct entities to protect you, including an LLC, S or C corporation, or partnership.
Creating a shareholder agreement and buy-sell agreement (for partners) that looks out 15 years are the start of solid planning and risk management.
You also need to consider employee benefits and incentive plans for your key employees to recruit, reward, and retain your people.

Success & Growth

Your business can provide you with a great income. While start-up risks may now be a memory, new opportunities and challenges arise.
How will you continue to grow your business? Do you have a management structure and team that allow you to focus on what’s most important to you?
Do your children have the desire and skills needed to succeed you? Who are the key employees who have been with you through the rough times?
Review your personal balance sheet. Too many business owners pour all their time and money into the business.
It’s important to review your estate plan, revise buy-sell agreements, and implement key employee compensation plans .

Business Transition Planning

What’s your exit plan? There are six ways to transfer your business to the next owner. Do you understand your choices and the business valuation methods?
What are your financial, family and employee goals for your exit? Are you financially ready? Mentally ready?
You’ve been in control of your income and lifestyle for most of your life. Who can you trust to manage and protect your wealth?
We help clients plan their exit strategies well in advance, allowing for a successful transition.

Retirement Post Sale

What will you do with your time? What are your passions? What lifestyle do you want in retirement?
What legacy do you want for your kids?
Are there charities you would like to lead or financially support?
LIfe after work can be tricky for business owners. We understand these challenges and can guide you in making decisions appropriate for you.

Frequently Asked Questions

Read some of our most frequently asked questions below to see if our services are right for you.

How can you help my business?

Why is financial planning important for entrepreneurs?

How can Evergreen help entrepreneurs?

What is the best way to contact you?

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People-First Financial Solutions

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