Business Solutions

Helping Business Owners Navigate Complexity with Clarity

At Beacon Hill Private Wealth, we work with business owners facing important decisions about value, transition, and long-term financial security. Business-related planning is approached as part of a broader wealth management relationship—coordinating personal, family, tax, and investment considerations over time.

In certain circumstances, specialized business planning services are supported by credentialed professionals through our extended advisory platform. This allows business decisions to be evaluated in context rather than in isolation.

Business Planning Services

1. Business Valuation

Understanding enterprise value to support informed decisions

A clear understanding of business value is often essential for planning, transition, and long-term decision-making.

• Formal valuations: Comprehensive reports designed for estate planning, tax considerations, or third-party use.
• Value calculations: Streamlined analyses used to support internal planning and decision-making.

2. Value Enhancement Planning

Identifying opportunities to strengthen business fundamentals

Value enhancement focuses on understanding the drivers of business performance and identifying areas that may influence long-term sustainability and transition outcomes.

• Profitability and cash-flow analysis: Evaluating operational efficiency and growth considerations.
• Structured planning framework: A staged process used to assess, protect, and improve business value over time.

3. Succession and Exit Planning

Preparing for ownership transition and continuity

Succession and exit planning helps business owners think through ownership transitions in advance—whether internal, external, or family-based—so decisions can be made thoughtfully rather than reactively.

• Transition planning: Coordinating financial, tax, and structural considerations.
• Forward-looking approach: Evaluating timing, readiness, and personal financial implications.

Coordinated Support Through Specialized Professionals

Beacon Hill Private Wealth coordinates business-related planning with experienced valuation and succession professionals as part of an integrated advisory relationship.

• Business planning is aligned with broader personal and family financial goals.
• Clients benefit from access to credentialed specialists where appropriate.
• Existing relationships with CPAs, attorneys, and bankers are respected and supported.

The objective is not to replace existing advisors, but to help ensure business decisions remain aligned with long-term planning priorities.

Pricing Transparency

Fees for business-related planning services are project-based and clearly defined in advance.

• Business valuation: Typically starting around $7,000 per engagement.
• Value enhancement planning: Generally ranging from $5,000 to $50,000 depending on scope.
• Succession and exit planning: Priced based on complexity and engagement requirements.

Why Business Owners Work With Beacon Hill

• Planning-first perspective: Business decisions evaluated alongside personal and family financial goals.
• Integrated coordination: Investment, tax, and planning considerations addressed together.
• Long-term orientation: Focus on sustainability, transition readiness, and legacy planning.
• Access to specialized expertise: Credentialed professionals engaged when appropriate.

Our role is to help business owners bring structure and clarity to complex decisions—not simply to provide isolated solutions.

Next Steps

If you’d like to explore how business planning fits into a broader wealth management relationship, we invite you to request an introductory conversation.

About the Team

Business planning support is provided by experienced professionals holding advanced credentials, including:

• Accredited Senior Appraisers (ASA)
• Certified Business Appraisers (CBA)
• Certified Valuation Analysts (CVA)
• Master Analysts in Financial Forensics (MAFF)
• Certified Exit Planning Advisors (CEPA)

This depth of expertise supports careful analysis, disciplined planning, and thoughtful coordination with your broader financial strategy.

Beacon Hill Private Wealth is an independent, fee-only fiduciary advisory firm providing evidence-based wealth management and planning services.

If you’d like to determine whether this approach may be a fit, you can request a brief introductory conversation using our scheduling tool.