Founder / Managing Partner
Financial Planning for Business Owners in Idaho
Serving business owners with exit planning, tax-efficient sale strategies, and wealth built outside the business for over 35 years.
We’re more than your financial firm. We’re neighbors.
Our team lives, works, and invests in this community. Many of us have built or run businesses ourselves. We understand what it takes, and what it's worth protecting.
Business Owner Financial Services
Exit & Succession Planning
Whether you're planning to sell, step back, or pass the business to family, we help you build a timeline and a plan for getting there.
Tax Strategy for Business Sales
Our TaxGuard program addresses strategies like installment sales, 1031 exchanges, and qualified opportunity zones, so a sale doesn't hand more to the IRS than it has to.
Wealth Outside the Business
Most of what you've built lives inside the business. We help you build assets and income that don't.
Retirement Planning for Owners
You likely don't have an employer plan doing the work for you. We help you build one.
Working With Your CPA and Attorney
We coordinate with the professionals who already know your business, so your plan stays consistent across the board.
You Built Something Here
Now you're thinking about what's next. A sale. A transition. Or just protecting what you've earned.
Most financial advice isn't built for business owners. It assumes a paycheck, a 401(k), and a retirement date. Your situation is different, and your plan should be too.
We help you navigate the sale, the succession, or the next chapter, without leaving money behind.
Choosing the Right Financial Advisor Starts with Asking the Right Questions.
Read ‘What Questions You Should Ask Before Hiring a Financial Advisor’.
Meet Your Fiduciary Financial Advisors
Alpha 3 Wealth Management is a veteran-owned firm founded on Vision, Integrity, and Purpose. Our team brings decades of combined experience serving Idaho families. Our team brings decades of combined experience serving Idaho business owners.
Founder / Managing Partner
Legacy Partner
Questions Every Business Owner Should Be Able to Answer
- Do you know what your business would sell for today?
- Do you have a plan for the taxes you'd owe if you sold tomorrow?
- If the business stopped generating income, would your family's finances be okay?
- Do you have a successor, and does that person know it?
If any of these gave you pause, let's talk.
Frequently Asked Questions
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1. I've never had a financial advisor because the business always came first. Where do we start?
We start with a conversation about where the business fits into your overall picture: what it's worth, your timeline for stepping back, and what your family's security looks like with or without it.
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2. How far ahead should I plan for a sale?
Years, ideally. Strategies like installment sales or qualified opportunity zones need lead time to work properly. A rushed sale usually costs more than a planned one.
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3. I don't have an employer retirement plan. What are my options?
Many business owners lean on the business itself as their retirement plan. That's risky. We help build savings and income that don't depend on a successful sale.
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4. Can you help with a family succession?
Yes. Succession within a family raises questions about fairness, taxes, and timing. We work with your attorney and CPA to build a plan that addresses all three.
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5. I just sold my business. Now what?
This is one of the most common places we help. A large sum needs a plan for taxes, investing, and long-term income. Ideally we're involved before the sale closes, but we can help after, too.