Guiding Businesses

Business Services: From Transition to Triumph

Businesses and the people who power them have more in common than you might think. Both require cash flow, occasional lending and an overall solid financial framework to fulfill their potential.

But businesses generally have more revenue — and therefore more opportunity — at their disposal. Yet for some reason, business owners shy away from seeking professional advice to improve their operations.

We believe our practice is ideally positioned to help guide your business in ways you might not have considered.

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chart with info about 47% of Americans turn to friends or family for financial advice. Only 35% turn to financial professionals. Source: Bankrate.

GAAP Analysis for Employees

We work hands-on with your employees, educating them while offering guidance to help optimize their retirement portfolios in an aim to secure their financial futures.

60% of retirees say their former employers failed to help them prepare adequately for retirement.

Source: RetireGuide

76% of employees are attracted to companies that prioritize their financial well-being

Source: Forbes

Succession Planning

Business owners are often so mired in day-to-day operations that they might lack the time to sit down and think about who will be in charge once they retire. Making the right decision can produce a positive ripple effect to help ensure sustained success after their departure.

Only 34% of business owners have a succession plan in place

Source: Nase

The cost of a failed executive hire is nearly 10x their salary, highlighting the importance of making a thorough plan.

Source: Harvard Business Review

Exit Strategies

Few things match the importance of selling your business — a potentially once in a lifetime move. Maximizing this sale requires careful thinking.

80% of business owners don’t seek advice about their exit strategy

Source: Quantive

How We Believe We’re Different

Fidus Wealth Management seeks to differentiate ourselves from other advisors however we can. This includes:

  • Completion of the Retirement Plan Advisor Program, a distinction held by less than 2% of Wells Fargo Advisors
  • On-call assistance for your employees
  • Active, hands-on management of retirement accounts
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Fidus Proudly
States We Have:

15

Corporate Clients

Over

$145M

AUM for Businesses

as of 04/2024

.35%

Average Fee

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