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Wealth Strategies Group provides Small Business Advisory Services through a strategic alliance with Business Enhancement Associates (BEA).
BEA functions as an expert source to develop a customized, comprehensive plan that coordinates the complex needs of a business and its owner. We provide a roadmap for the owner to complete a successful business life cycle. |
Business Enhancement Associates is a financial services firm that acts as a resource center for small medium-sized businesses. BEA includes financial planners who specialize in planning for business owners and their key executives; access to tax attorneys focusing in income and estate-tax planning for business owners; investment bankers with extensive financial experience in structuring businesses, acquiring appropriate financing, and mergers and acquisitions negotiation.
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Together, we can maximize the value of a business upon the owner's exit from the business. We have affiliated resources that provide: Strategic planning; marketing research; management-team building; recruitment and compensation design; business processing expertise; and Information Technology consulting-among other specialized services.
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