01
Plan the next chapter of ownership
Connect succession intentions with a funding approach for the buy-sell agreement. We coordinate coverage with your legal and tax advisors.
Who we help · Entrepreneurs & Business Owners
Build on your business success. Plan for your family’s future.
Bring ownership, succession and personal financial goals together in one coordinated plan.
Your goals, your plan
Start with what you want to accomplish.
You have built a business with value beyond its balance sheet. A comprehensive financial plan helps connect that achievement with the life you want for your family, the next chapter of ownership and your long-term legacy.
AIM offers comprehensive financial planning around these priorities. We develop recommendations, then coordinate with wealth managers, accountants and estate attorneys to implement the relevant parts of the plan. Where you need additional expertise, we can help identify an outside advisor.
Planning opportunities
Ways to move your goals forward.
02
Back the business you have built
Explore key person coverage as a source of continuity funding following a key person’s death. The recommendation reflects your team, operations and business goals.
03
Share success with your family
Bring family security, inheritance goals and estate liquidity into the succession conversation. We help connect business value with the legacy you want to leave.
Keeping the plan in view
Make your next business milestone a planning opportunity.
Welcoming a partner, expanding the business or preparing for a sale can open new planning possibilities. We help connect each milestone with your family’s priorities and the coverage already in place.
After a sale, we work with your advisors to bring retirement income, protection and legacy goals into the next chapter of your plan.
Our planning approachA few practical questions
Before we get started.
Can you develop the financial plan as well?
Yes. We can build a comprehensive plan, develop recommendations and coordinate implementation with your advisory team. If a particular area needs outside expertise, we can help identify the appropriate professional.
How can the plan grow with me?
We revisit your goals at family, career and business milestones, building on what is already in place and identifying opportunities for the next chapter. We coordinate recommendations with the advisors you want involved.
Explore more
Let’s move your financial goals forward.
Tell us what you want to accomplish. We’ll help you build the plan and coordinate the next steps.