Business Owners

Providing freedom to focus

About You

As a business owner, there will be many different areas of your life that demand your attention. There may not be the time available to identify and maximize opportunities that would positively impact your business and the legacy you pass on. As your financial advocate, Daltium, together with other specialists, works to identify and develop those areas of your business and give you more time to concentrate on running and growing your business.

Areas to consider include:

Establishing if your business is being managed optimally from a tax and income standpoint.

Discussing if there is a tax-efficient retirement plan in place to provide you with the best chance to save.

Determining if there are significant risks, such as the death or disability of a business partner, that have not been thoroughly addressed.

Finding out if there are defined contribution or defined benefit plans that suit your situation better than existing methods.

Planning to minimize taxes on the sale of your business.

The Daltium Approach

Before offering any new recommendations, we need first to establish what you already have in place, what your aspirations are, how you are lowering taxes, the structure of your business, and anything else relevant to your financial well-being. From there, we will formulate an overall plan based on your needs and personal circumstances, providing you with a clear understanding of what it is we are recommending and how you will benefit from our proposals.

What We Do

At Daltium we understand. You are looking for a professional who can take the initiative and identify, plan, and implement strategies to bring your tax burden down. Working with a network of international tax specialists, we are a knowledgeable financial resource for our clients to rely on. What this means is you have more time to devote to growing your business, reassurance, and less worry knowing you have a proficient team of specialists working behind the scenes for you.

How We Help

We will propose retirement plans which make the best sense for you and your business.

We will conduct a thorough assessment of financial statements to employ strategies to lower taxes.

We will highlight and alleviate matters that could put potentially be a risk to your business.

Daltium has access to a network of international specialists capable of answering tax-related questions concerning your business.

We will align your exit strategy with your overall financial plan.