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Wehring Wealth Management

Services for Businesses

At Wehring Wealth Management, we work with small business owners in the greater Houston, Texas area and across the state. We can offer advice and guidance on the many financial complexities of running and owning a business, including how to minimize tax liabilities. Some of the services we offer include:

Business Planning Strategies

Running a business isn’t easy. We can evaluate and implement strategies designed to protect your business and take advantage of opportunities to improve cash flow, tax situation, benefits and the bottom line of your business.

Taxes and Accounting**

We can assist businesses with financial statement preparation, bookkeeping, accounting, payroll services, and tax research, planning, and preparation.

Retirement Strategies*

Offering a retirement package is a great way for employers to retain key employees. However, some business owners haven’t done so because they aren’t sure how to start or what to look for. We can assist small business owners in determining the appropriate retirement plan that benefits both the employer and employees and answer common questions employers and employees may have.

Succession Strategies

Whether a client wishes to sell their interest or is leaving the business to a family member upon retirement, it’s critical that the business owner has a succession plan and exit strategy in place ahead of time. We assist clients with formalizing their goals and objectives, including when they want to transfer their business and how they intend to do so. We strive to help clients determine a tax-efficient method of business succession and can work with clients’ tax and legal advisors throughout the succession planning process.

Buy and Sell Strategies

All business owners, whether they own or co-own their business, should have a plan in the case of an unexpected death. Buy-sell agreements can help protect a business owner and his business from unintended ownership transfers and protect the heirs by offering them the chance to turn shares into cash. We can offer advice on buy-sell agreements and can provide referrals to attorneys who can help determine the right type and draft the agreement.

*These services are offered by Charlene Wehring through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory ServicesSM.

**Attest services are provided by Charlene E. Wehring, CPA.