Business Advisory Services

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.

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.

	BEA Menu of Services		Value Added Deliverables		BEA Advisors
			Financial Planning Quiz for the Business Owner