BUSINESS OWNER SOLUTIONS

As a business owner, your personal financial security is linked to your business’ success. At Hon Capital Group, we understand this fully and have the expertise and resources to add value. 

Coordinating benefit programs tailored to your personal business and employee needs is crucial to positioning you and your business to achieve goals. Hon Capital Group can assist you in several areas including:

QUALIFIED RETIREMENT PLANS

  • Establishing a plan can help reduce your personal taxes while helping you save a significant amount for retirement on a pretax basis
  • Utilizing the plan to generate a business tax deduction for the cost to establish, maintain the plan and for employer contributions
  • Reviewing benefits for an existing plan in light of tax law changes or changes to your business
  • Providing access to one of the industry’s broadest selection of investment choices, developing your investment policy statement, participant educational meetings and retirement distribution

INSURANCE

  • Reviewing your personal plan to ensure you have adequate life and disability insurance
  • Understanding advantages of key-person life insurance
  • Exploring options to fund a buy-sell agreement with a business partner or co-owner
  • Clarifying risk management strategies and selecting appropriate, cost-effective solutions

FORMULATING A SUCCESSION PLAN AND EXIT STRATEGY

Selling the company you have built and managed over the years is a major life event. The sale transaction offers the opportunity to capture and maximize the wealth you have created, through years of hard work and risk. This event creates significant liquidity to allow you to diversify your wealth, plan your legacy and pursue life goals.

Through Hon Capital Group you will have access to Business Owner Advisory specialists who have extensive experience in a wide range of industries and offer a complete range of services designed to help preserve and transition your assets, including:

  • Coordination of financial, wealth transfer, and business transition planning
  • Ownership Transition and Liquidity Alternatives
  • Pre-sale Planning
  • Enterprise and Industry Valuation Insights
  • Transaction considerations
  • Buy-sell Planning
  • Tax and organizational considerations around a transition
  • Family business succession and governance

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MD, MI, NC, NM, NV, NY, OH, OR, TN, TX, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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