For Business Owners
Financial Planning
At The Weddle Team, financial success goes beyond earning—it’s about working to protect, grow, and optimize your wealth. Whether planning for retirement, building a legacy, or navigating life changes, our tailored strategies are design to provide confidence, clarity, & direction.
Customized Solutions for Complex Needs
Stabilize, Optimize, Maximize
Your business and personal finances are deeply connected—and as you grow, exit, or restructure, the decisions get more complex. We help you align both sides of your financial life with strategies designed to stabilize your future and expand your impact.
Stabilize: Navigate Uncertainty
Are you asking yourself – “What happens to the business—and to me—next?”
Whether you’re nearing retirement or a sale, our goal is to stabilize both your business and personal finances for the future.
What We Provide:
- Business continuity and succession planning
- Personal financial modeling around business value
- Risk assessment and insurance review
Desired Outcome:
Security for both your family and your company.
Optimize: Increase Efficiency & Reduce Waste
Are you asking yourself – “Are we operating at peak financial performance?”
Our goal is to provide business owners with streamlined financial strategies—reducing tax drag and improving coordination with your CPA and legal team.
What We Provide:
- Tax-advantaged strategies for business sale
- Asset allocation across entities and accounts
- Charitable planning integrated with business
Desired Outcome:
A smarter, more efficient financial structure.
KFAS and its representatives do not provide tax advice. Any discussion of tax matters on this website is for informational purposes only and is not intended to be relied upon for tax planning. Clients and website visitors are strongly encouraged to consult with a qualified tax professional regarding their specific tax situation.
Maximize: Transition with Purpose
Are you asking yourself – “What’s the lasting legacy of this business I designed?”
Post-exit or preparing for it, our goal is to help business owners create a legacy that benefits their family, community, and the causes they care about.
What We Provide:
- Strategic philanthropy planning
- Family office services
- Legacy and values-based succession
Desired Outcome:
A legacy of impact—personally, professionally, and generationally.
Clear, Collaborative, and Designed for Results
Integrated Planning for Your Business
Envision Business Value
Structure your finances toward business profitability and personal net worth goals.
Develop a Clear Exit Strategy
Plan for a successful sale, succession, or transition on your terms.
Build a Personal Retirement Plan
Go beyond the business and plan your future financially stability.
Help Protect What You’ve Built
Support your business, assets, and family with smart risk management.
Any references to investment performance on this website are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Before making any investment decisions, you should consider your individual circumstances and consult with a qualified investment professional.