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GRAND RIVER
WEALTH MANAGEMENT
BUSINESS OWNERS
Clarity and confidence for your business
and personal finances.
We help entrepreneurs find balance between running
the business and planning for the future.


COMMON QUESTIONS WE ANSWER
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What tax-efficient strategies should I use to draw income from the business?
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I’m not ready to sell—how do I prepare now for
a smooth future transition and personal income?
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What financial protection should I have in place for my business and family?
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I really want to help my employees.
Besides benefits, what else can I do for them?
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What’s the best way to create a plan that involves our accountant, lawyer, and lenders?
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I’m at the point that I know I want to sell.
How do I get started?

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