Business Planning

Protect your business investments

Whether you are planning to sell or purchase a business, or are looking to mitigate risk for your current business, we are here to help you manage a wide range of concerns involved, including;

• Tax planning
• Risk management
• Succession planning
• Key person protection
• Transfer of wealth
• Purchase reviews

We examine details to tailor strategies that consider all facets of business planning. We consider how various business structures like corporations, partnerships, and family trusts can help you achieve your goals.

Let Agrawal Associates Private Wealth Management help protect your business investments. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.