Business Owners

Pacifica Wealth Advisors provides a full suite of services and solutions to business owners — from business transition planning to building a successful corporate benefit program that includes health and welfare benefits, executive benefits and 401(k) and other retirement plans.

Learn how we can help your business.

Business Transition Planning

As a business owner, you have several options to create liquidity. You can transfer your business to your children or other family members, you can look for a strategic buyer, you can sell ownership to your employees through an employee stock ownership plan, or you can merge with another company. Each of these options poses unique benefits and challenges. We can help you navigate this process unlike an investment banker, business broker, CPA, or M&A attorney. Are these professionals necessary? Yes, you will surely need tax and legal advice, but before you negotiate the deal and structure the taxes, it makes sense to determine if the deal you are fighting for is even the deal you want. We provide not just financial advice, but we can help you first determine the best deal for you—yes financially, but just as importantly, emotionally and with your ultimate goals in mind. Learn More

Corporate Benefits

A good corporate benefits package can attract key employees, retain the employees you have, and create a better and more committed workforce. Unfortunately, evaluating 401(k) providers and health insurance plans requires the detective skills of Sherlock Holmes! If you don’t know which questions to ask, it is nearly impossible to get an apples to apples comparison and to really evaluate the best set of benefits that are not only right for your team but also cost effective. We have decades of experience asking the right questions and can help you get the best corporate benefits package for you and your employees. Learn More

Executive Benefits

If you want to create an even more robust benefit package to the owners, executives, and other key employees, we can show you how. We find that traditional group plans commonly fall short in providing the owners and employees who are critical to the success of your business with the most efficient and effective retirement plans, life insurance, disability insurance, and other offerings. Let us show you how you can carve out a group of employees and provide them with greater retirement savings and protection. Learn More