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Are you the owner of a business? Looking to sell? Other qualifiers?
We would love to speak with you!
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You have spent years working in your business.
Start working ON your business!
We have supported hundreds of business owners during the life cycle of their businesses. Our financial experts can show you how to make well-informed and reasonable financial decisions.
HERE’S HOW WE CAN HELP
We can help you identify and execute specific business strategies such as succession planning, risk management, and transitioning for retirement. Succession planning ensures a smooth transfer of leadership and ownership within the company, identifying potential successors and implementing strategies for a seamless transition. Risk management evaluates and mitigates potential risks, protecting assets and ensuring business continuity. Transitioning for retirement involves creating a clear exit strategy, exploring options like selling the business or passing it on to family members, and securing financial stability for the owner. By addressing these aspects, businesses can establish a strong foundation for long-term success, protecting their interests and ensuring a secure future.
Some Clients may need to complete a transaction to place a specific product to help pursue their financial goals. In some cases, our clients may already have a financial plan; therefore we help facilitate a product transactionally.
Fee-Only Financial Planning
Everyone runs out of time and capital before they run out of opportunities they want to pursue. Comprehensive ongoing fee-only financial planning offers our clients continual planning to ensure they pursue the most effective and crucial financial goals.
What financial tools are you not taking advantage of?
Regardless of the financial season that you currently find yourself in, Alpha Capital Strategies offers strategies that can help you find and pursue your greatest financial opportunities. As a firm of independent financial professionals, we can offer an extremely wide range of services to families and business owners alike, including:
- Holistic, Fee-Based Financial Planning
- Risk Management
- Business Planning
- Tax Planning
- Succession & Legacy Planning
- And so much more!
6213 98th Street
Lubbock, TX, 79424
Mon-Fri: 9am – 5pm
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Alpha Capital LLC, a registered investment advisor. Alpha Capital LLC and Alpha Capital Strategies LLC are separate entities from LPL Financial. Alpha Capital Strategies LLC and the “logo” are registered trademarks. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal, investment, or tax advice.