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Preserve Wealth Group
For financial professionals Find your specialist

For U.S. Business Owners

Your business is profitable. Is your tax plan keeping up?

Preserve Wealth Group connects U.S. business owners with independent financial professionals to review ways to reduce taxes, fund retirement and prepare for a future business sale. Start with your business, your goals and the cash you need to keep available.

Find your specialist Explore planning topics ↓

Answer a few questions about your business so we can identify a suitable professional.

Start with the decision on your mind.

My tax bill is growing.

Review your business structure, compensation and available planning options with a specialist and your CPA. Understand what a proposed strategy could change and what it would cost.

Discuss your situation

I want more of my business income to support retirement.

Explore plan design and funding options that account for your employees, cash flow and timeline.

Discuss your situation

I may sell or step back from the business.

Look at what you could receive after debt, fees and taxes, and how that fits the income you will need afterward.

Discuss your situation

Working with PWG

We make the introduction. Your specialist provides the advice.

Tell us about your situation. We use your answers to review whether a professional in our network fits your needs.

  1. Tell us about your business.Share your business setup, location, age range, family situation, approximate taxes paid last year and contact details.
  2. Confirm your situation with our team.If you qualify, a team member calls to understand your priorities and confirm your information.
  3. Meet a suitable professional.We use those details to identify a specialist for your needs and jurisdiction. The specialist reviews the options with you; applying does not commit you to a product or strategy.
See if you qualify

Case studies from financial professionals

Explore the situation, the planning decisions and the reported results behind each case.

Explore the stories

Individual results vary. Read the case details and limitations.

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Keep your CPA in the conversation.

Your accountant knows your business and tax history. Clarify what planning your current engagement includes, then bring in additional expertise where needed. Ask for the assumptions, costs and tax treatment in writing before making a decision.

Know what you are committing to.

A deduction is not the same as a tax refund. A retirement contribution or insurance premium can also affect your access to cash. A useful comparison shows the funding required, the potential tax benefit, ongoing costs and what happens if your business has a weaker year.

Work through your numbers.

Keep a copy for your CPA, then discuss your figures with a specialist.

Deduction and cash-cost worksheet

See the difference between the amount you commit and the tax reduction a deduction may produce.

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Business-sale proceeds worksheet

Separate the headline sale price from the money available at closing.

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Long-term funding and liquidity worksheet

Check whether a proposed annual commitment leaves enough cash for your business.

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Beyond The Bottom Line · U.S. business owners

Hear the professionals explain their approach.

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Understand the options before making a commitment.

Coordinated planning

What a business-owner tax-planning review should cover

Turn a general question about taxes into a review of your business, available cash and upcoming decisions.

Retirement planning

When an existing retirement plan deserves another look

Assess owner benefits together with employee costs, funding obligations and future taxes.

Access to cash

Policy cash value and loans: understand access before funding

Compare available cash, loan costs and policy obligations using the actual illustration.

Selling a business

Business sale proceeds: what the headline price leaves out

Estimate the money available after a sale before deciding that an offer meets your needs.

Explore all U.S. financial concepts ↗

Before you apply

Do I have to replace my CPA?

Your existing CPA can be part of the conversation. Ask which services they already provide and where another professional can contribute.

Can you tell me how much I will save?

Not from a headline or an application alone. Your income, entity, employees, existing plans and available cash affect which options are relevant. A specialist needs to review your details before estimating an outcome.

Do I need to know which strategy I want?

No. Start with the decision you are trying to make. The application helps us understand who may be suited to review it with you.

Is the application a booking?

No. If you qualify, our team calls to confirm your information and arrange an appropriate introduction.

What will implementation cost?

Ask the specialist to explain professional fees, product costs, compensation and continuing obligations before proceeding. Funding a plan and paying for advice are separate amounts to understand.

Your next step

Find the specialist
for your situation.

Answer a few questions so we can review your needs and identify a suitable professional.

See if you qualify

No cost to request an introduction.

Find your specialist