Broker Check
 

Business Consulting Services

We assist business owners in all areas of financial planning, working to analyze each business and crafting a solid business plan that leverages financing for growth, charts day-to-day operations, and maximizes tax benefits — all to help ensure long-term success. Our business consulting services include:

Business Growth

No business can be successful without a long-range plan. At Hudson Wealth Management, we provide innovative solutions to address individual business needs, including:

  • formation of business entities
  • partnership & operating agreements
  • buy/sell agreements
  • mergers & acquisitions
  • long-range planning
  • exit strategies

Insurance Consulting

We also assist business owners with the selection, implementation, and maintenance of effective employee health plans. Hudson Wealth Management has formed strong relationships with many of today's most respected health insurance carriers. Our experienced insurance consulting team provides guidance in all areas of risk management, including:

  • dental
  • disability
  • health
  • individual life
  • long term care (LTC)

Legal/Corporate Consulting

Over the lifetime of any corporation, effective management of the many legal aspects of operations is an important part of protecting and running the business. Our services in this area include:

  • Identifying and establishing the most appropriate corporate structure (corporation, LLC, partnership, etc.)
  • Drafting a customized legal operating agreement
  • Creating employee contracts
  • Ensuring compliance with relevant local, state, and regulatory agencies
  • Preparing, reviewing, and revising legal documents (contracts, consulting agreements, leases, real estate purchases)
  • Performing due diligence for business growth opportunities (franchise, asset/stock purchases, sale/merger, IPO, reverse mortgage)
  • Creating an effective exit strategy/succession plan