Company Owners

Planning For Your Business and Beyond

If you own a business, arranging your financial life involves more than simply your own personal affairs. Walker Laurent Inc acts as a trusted advisor, gaining a detailed knowledge of both you and your business and helping ensure your continued success.

Small Businesses and Entrepreneurs

Just as with any other service you engage, when seeking a wealth manager, you look to see they have the right experience, knowledge, and background to deliver the desired results. At Walker Laurent Inc, our committed and erudite team has the qualifications and insight needed to accomplish results.

Shared Objectives

As a business owner, you have the additional responsibilities of planning for yourself, your family, your business, and your workers. These shared objectives must seamlessly integrate, and our team will work with you to create innovative strategies that support all your personal and business needs.

From Formation to Sale

From the time your business is formed to when it is sold or passed on to the next generation, Walker Laurent Inc provides practical guidance and support to help you maximize your success.

For those setting up a new business, we begin by examining what this new enterprise means for you and your financial future. We partner with you and your other external advisors to confirm the most appropriate entity to operate. It could be a sole proprietorship, partnership, or corporation. We also check that you have sufficient capital and financing tools at your disposal to position resources in an effective and tax-efficient way.