Corporate Wealth Management


Business Ownership & Succession Planning

The key to a successful transfer is picking the best plan for one’s circumstances and objectives, and to seek advice from financial and legal advisors to carry out the plan. Finestone Partners has led the structuring of many successful business successions plans. We work to ensure a smooth, seamless transfer of ownership, whether it is to the next generation or to an outside party. By transferring the company effectively, business owners will be able to retire with consistent source of income, minimizing gift and estate taxes, and ensuring business continuity.

Corporate Retirement Planning

Finestone Partners offers a comprehensive program that reviews your financial retirement plans, and also incorporates a coaching program to help you to manage this transition and repurpose your life.

In today’s rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being. Contact us to find out more about planning for your retirement based on your current phase in life – investing for retirement, nearing retirement or living in retirement.

Exit Strategies

At Finestone Partners we view exit planning as the preparation by an entrepreneur / business owner to realize liquidity, diversification, life-style choices, and asset protection by fully or partially exiting from their company while maximizing the shareholder value. 

It is the thoughtful and deliberate preplanning by the owners, management and their advisors on an ongoing often daily basis which determines the eventual success and the path chosen.

In the 30+ years we have been working with successful business owners, we have found that every closely held company will eventually do one or a combination of only three things, they will either merge, acquire, or divest.

While the exit can be through a mergers and acquisitions transaction, non-financial objectives may also be pursued including the transition of the company to the next generation of family, sale to employees or management, other altruistic goals, and non-financial objectives. 

Exit planning for business owners integrates good business strategy with personal and financial goals and objectives.