Closely Held Business Financial, Estate & Tax Planning in Portland, Oregon

With our expertise in financial management, investment planning, tax strategies, estate planning, and succession planning, we can help create solutions to overcome challenges faced by family business services.

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What Is Family Business Consulting & Closely Held Business Consulting?

Family business consulting helps enterprising families resolve the complex issues that typically arise when individual dynamics are combined with economic interests, management, and ownership. 

Closely held business consulting, on the other hand, is a type of consulting that helps companies that are not publicly traded.

So, why would you need this type of consultant? These types of consultants can help you with a variety of issues, such as succession planning, family wealth planning, shareholders agreements, and more. 

If you’re looking for financial management for a closely held business in Portland, Oregon, then our advisory services may be right for you.

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Family Business Consulting & Closely Held Business Consulting

Why People Hire Us

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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Asset Protection Planning
It has taken blood, sweat, and extreme work ethic to build your business or brand and accumulate wealth. Now that you are a high net-worth individual, it’s vital that you take deliberate steps to preserve this wealth. This is where asset protection planning comes in.
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Holistic financial planning
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
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Investment management for trusts
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IPO & Pre-IPO Tax and Financial Planning
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Stock option planning
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Wealth management
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Restricted Stock Units Planning Advisor
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Liquidity Event Planning
Liquidity risk management assessment and planning in Portland, OR, and surrounding areas. Our personalized advice on liquidity event planning will help you attract better return opportunities. Book a call with our advisors today!
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Financial Windfall Planning
Expected or not, windfalls are a dream come true. While you may be tempted to purchase or experience life’s luxuries, taking a step back and rethinking how to manage the money is crucial. In this case, hiring a windfall financial planner would be the first step to safeguarding your financial future.
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Selling a Business Advisor
Planning on selling your business? At Interactive Wealth Advisors, we help you build a tax-efficient exit strategy. Our company provides expert advice to help you prepare to sell your business. Book a call with our advisors today!
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Multi-generational planning
Fee-based multi-generational wealth and financial planning in Portland, Oregon, and surrounding areas. Our personalized advice on strategic planning for the family business will help you attract better return opportunities. Book a call with our advisors today!
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Legacy planning
Fee-only legacy planning services in Portland, OR, and surrounding areas. We specialize in legacy financial services, legacy estate planning, family legacy planning, retirement planning, and more. Book a call with our advisors today!
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Tactical Investment Management
Fee-only Tactical Investment Management advisor and consultant in Portland, OR, and surrounding areas. We specialize in fiduciary investments, retirement planning, asset protection planning, tax planning, and more. Book a call with our advisors today!
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Fee-based investing
Fee-based investment advisor in Portland, OR, and surrounding areas. Our personalized advice on investment management will help you attract better return opportunities. Book a call with our advisors today!
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When Should Closely-Held Business Owners Start Succession Planning?

Succession planning is a necessary process to ensure that a family-owned company can continue thriving after the founder retires or leaves the company. But when is a good time to start?

There’s no hard and fast rule for when owners should start succession planning. However, it’s generally a good idea to start thinking about it now, or a few years before your retirement. The earlier you start, the more time you’ll have to develop a plan that makes sense for you.

Closely Held Business & Tax Planning

Why are Taxes Important in Business Succession Planning?

Taxes play a key role in succession planning, as they have a significant impact on the transfer of ownership and control. 

For example, when a closely held business is transferred from one generation to another, or when there is the sale of closely held corporation stock, it can result in tax liabilities. But with proper legacy tax and financial planning from an advisor, your company will be structured in a tax-efficient manner and these tax liabilities reduced.

Planning for the sale of a closely held business

How Can Interactive Wealth Advisors Help?

At Interactive Wealth Advisors, we offer different legacy financial solutions, all of which benefit family or closely-held ventures. These services can include 

  • Financial planning
  • Legacy investment services
  • Retirement planning
  • Estate planning
  • Tax planning
  • Asset protection

We take a holistic approach to family and closely held business consulting, working with our clients to understand their goals, both short and long-term, protect their wealth and allow their business to continue to grow, even after they are no longer involved.

Working with us at Interactive Wealth Advisors can give you peace of mind knowing that the longevity of your organization is assured. 

Tips on preparing to sell your closely held business

Who Is It For?

At its core, family business consulting is all about helping family businesses thrive whether you are in the picture or not. 

If you’re 

  • Part of a family business
  • Thinking about starting one
  • Planning your legacy
  • Considering succession planning, or 
  • Planning for the sale of a closely held business

Then our services are right for you. 

sale of closely held corporation stock

Why Choose Us as Your Closely-Held Business Advisor?

We have the experience and knowledge you need.
At IWA, our team has years of experience working with closely held businesses in a variety of industries. We understand the unique challenges and opportunities you face, and we’re equipped to provide the guidance you need to make the right decisions.
We’re invested in your success.
As financial advisors for business owners, we’re not just here to provide a one-time service. We want to build a long-term relationship with you and your closely held corporation. We’re committed to helping you achieve your goals, and we’ll be there to support you every step of the way.
Personalized plans for every scenario.
We understand that every organization is different. That’s why we offer customizable and flexible solutions that are tailored to your specific needs. We’ll work with you to develop a plan that works for you.
A partner you can trust.
IWA has a reputation for providing high-quality services and delivering results. When you work with us, you can be confident that you’re in good hands. If you’re looking for closely held business planning services in Portland, please contact us today. We’ll be happy to answer any questions you have and discuss how we can help.

5 Tips on Preparing to Sell Your Closely-Held Business

If you’re looking to sell your closely-held business, there are a few things you need to do to prepare. Here are five tips to get you started.

  • Determine how much the business is worth.

You may have a good idea of how much your company is worth, but it’s important to get an accurate valuation. There are several ways to do this, including hiring a professional appraiser or using a valuation calculator.

  • Overcome family dynamics issues.

If you’re selling a family business, you may need to deal with some difficult family dynamics. You’ll need to decide how to divvy up the proceeds and what everyone’s expectations are. It’s best to iron out these details ahead of time and ensure everyone is on the same page.

Closely Held Business Planning
  • Assemble the right team.

Putting together the right team is also key. You’ll need a good lawyer and accountant to help with the legal and financial aspects of the sale. You may also want to hire a broker to help you find potential buyers.

  • Identify potential buyers.

You need to identify potential buyers for your business. These may include strategic buyers in your industry, private equity firms, or financial investors.

  • Ready the business for sale

Once you’ve done all of the above, you need to get your business ready for sale. This means putting together financial statements, sorting out all tax issues, and so on. Once you’ve done all that, you’ll be ready to start talking to buyers.

As you do all of these, please do not overlook the importance of professional advice. An agency like IWA that provides closely held business financial services will go a long way in helping to ensure that all of your ducks are in a row for this event.

Call today to speak with one of our Oregon tax consultants.

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Frequently Asked Questions

Why Creating a Succession Plan is Vital for Your Closely-Held Business?

A succession plan is a detailed roadmap that outlines how you will transition ownership and control of your company to another person or group of people. Creating a succession plan will help ensure that your business can continue to operate even if you are no longer able to be involved. It can also help you maximize the value of your business, minimize tax obligations, and ensure that it is passed on to the people or group that you want to have control over it.

5 Steps Toward Profitable Closely-Held Business Planning

There are many different factors to consider when creating a succession plan, but the most important steps are:
  1. Consult with family members.
  2. Determine how ownership will be transferred.
  3. Establish a transition plan, including a timeline for implementing the succession plan.
  4. Address financial and tax implications.
  5. Hand over and step back.

What Role Do Family Objectives Play in a Closely-Held Company?

The role of family objectives in a closely-held company is very important. This is what will determine what will happen to the company upon the death of an owner. Ignoring family objectives could lead to conflict within the family and potentially cause the company to fail.

What Are the Ways to Transfer Business Interest?

There are several ways to transfer business interest. The most common way is to sell the company. Other options include transferring by gift, trust, or a buy-sell agreement. Finally, it can be transferred via a Family Limited Partnership (FLP) or Limited Liability Company (LLC).

Is a Buy-Sell Agreement Necessary When Selling a Closely-Held Company?

It is common practice to have a buy-sell agreement when selling a closely-held company. A buy-sell agreement can help to set the price of the company and can also help to protect the interests of the family members.

Is Insurance Necessary?

Insurance is not necessary for a closely-held company. However, it can provide some financial cushion for the family members. For example, the proceeds from a life insurance policy can be used to pay estate taxes or purchase outstanding shares of a company.
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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