Business Solutions
Empowering Business Owners with Clarity and Confidence
At Beacon Hill Private Wealth, we specialize in guiding business owners through critical decisions to maximize their business’s value and secure their financial future. By partnering with our strategic partner, Buckingham, business solutions are delivered with technical expertise and seamlessly integrated into a highly personalized wealth management experience.
These services are part of a comprehensive strategy designed to connect business success with personal financial goals. The result is a thoughtful, cohesive approach to building a legacy for yourself and your family.
Our Services
1. Business Valuation Services
Understand Your Business’s True Worth
Knowing your business's value is essential for informed decision-making.
- Formal Valuations: Comprehensive, detailed reports ideal for estate planning, tax compliance, or third-party use.
- Value Calculations: A streamlined, cost-effective option for internal decision-making.
These valuations provide the insights you need to plan effectively for the future.
2. Value Enhancement Services
Elevate Your Business Performance
Unlocking the full potential of your business begins with identifying and implementing strategic enhancements.
- Profitability and Cash Flow Optimization: Identify growth opportunities and improve efficiency.
- Structured Framework: A five-stage, 21-step process to identify, protect, and maximize value.
These strategies are tailored to your unique business goals, helping you prepare for the next chapter.
3. Succession and Exit Planning
Secure Your Legacy
Planning for the eventual transition of your business ensures long-term security for you and your family.
- Comprehensive Transition Plans: Navigate financial, legal, and tax complexities with confidence.
- Proactive Approach: Prepare for life’s inevitabilities, avoiding reactive decisions and ensuring a seamless transition.
This process provides business owners with peace of mind at every step.
Strategic Collaboration for Exceptional Results
Beacon Hill Private Wealth works closely with Buckingham Strategic Partners to deliver business solutions tailored to your unique needs. Buckingham’s experienced team specializes in business valuation, value enhancement, and succession planning, offering a methodical and proven approach to these critical areas.
This collaboration ensures:
- Business solutions are integrated seamlessly into a broader wealth management strategy.
- Clients benefit from access to credentialed professionals with advanced certifications.
- Existing relationships with trusted advisors—such as accountants, attorneys, and bankers—are supported and enhanced.
By leveraging Buckingham’s expertise alongside Beacon Hill’s personalized guidance, clients can address their business and personal financial goals with confidence. The ultimate aim is to build a lasting wealth planning and investment management relationship that supports your family’s legacy.
Straightforward Pricing
We believe in transparency, offering clear and predictable pricing for every service:
- Business Valuation Services: Starting at $7,000 per project.
- Value Enhancement Services: Ranging from $5,000 to $50,000 depending on scope.
- Succession and Exit Planning Services: Customized pricing based on project requirements.
Why Business Owners Choose Us
- Comprehensive Approach: Our services are designed to align your business decisions with your broader life and financial goals.
- Personalized Guidance: We build lasting relationships by tailoring strategies to your unique needs.
- Legacy and Family Planning: We ensure your legacy planning aligns seamlessly with your family’s long-term goals.
- Trusted Expertise: Through our partnership with Buckingham Strategic Partners, you gain access to industry-leading professionals in business valuation, planning, and enhancement.
At Beacon Hill Private Wealth, our focus is not just on your business—it’s on creating a legacy for you and your family.
Take the Next Step Today
Your business represents years of dedication. Let us help you protect and grow it for the future. Contact us today to schedule a consultation.
About the Team
Our strategic collaboration with Buckingham ensures you receive unparalleled expertise and personalized service. The team is staffed with industry-leading professionals, including:
- Accredited Senior Appraisers (ASA)
- Certified Business Appraisers (CBA)
- Certified Valuation Analysts (CVA)
- Master Analysts in Financial Forensics (MAFF)
- Certified Exit Planning Advisors (CEPA)
These advanced credentials reflect the depth of technical knowledge and experience available to you. The team has decades of combined expertise in business valuation, value enhancement, and succession planning, ensuring that every solution is executed with precision and care.
Our approach is holistic, working to integrate business success into personal financial security and family legacy planning. From creating tailored investment strategies to aligning multigenerational goals, we are committed to your success at every stage.
Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and featured on the Fee-Only Network.
We welcome the opportunity to learn more about your unique circumstances and share how Beacon Hill adds value to our clients' lives. Ready to talk? Simply schedule a phone call or virtual meeting using our Calendly booking tool.