Plan. Retire. Enjoy.

CONNECT

Address:

16479 Dallas Parkway Suite 850
Addison, TX 75001

Phone:

469-737-4109

Fax/Other:

469-737-4100

Business Planning

Business Planning

You are at the head of a successful business. It’s a significant achievement, grounded in hard work and sound decision-making. The next step is ensuring financial security for yourself, your company, and your employees. Gardner Wallace can help with:

 Retirement planning for business owners 

  • Creditor proofing your assets
  • Derisking your company
  • Helping you build wealth
  • Transitioning your business to new owners/family members
  • Exit planning strategies

Gardner Wallace has the resources you need when you need them. 

Maximizing profitability often means outsourcing non-revenue-generating activities. Gardner Wallace has a team of professionals who have the expertise to help with non-core activities so your time can be used to generate revenue, and your company will still run smoothly. Our business planning team includes:

  • A business coach
  • Tax structure specialist
  • Human resources specialist
  • Insurance professional
  • Fractional sales executive
  • Certified public accountant
  • Banker
  • Fractional CFO
  • Certified financial planner
  • Business appraiser
  • Investment banker
  • Merger & Acquisition specialist
  • Broker

Learn more by contacting us at (469) 737-4111 or rgardner@gardnerwallace.com

What is your company’s sellability score? If you’re interested in knowing how your business compares to others in your industry, we can help with that, too. Find your company’s sellability score.

Do you know how much your business is worth? If you're wondering how much your business is valued at, click the link above. Find out how much it could be worth.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck