Is This 2008 All Over Again? How to Handle Market Volatility in 2026
When prices rise for years, investors begin to feel invincible. But volatility starts creeping back into the headlines....
Podcast : Financial Detox®
Business Owners
Clarity, structure, and disciplined guidance for founders navigating complexity.
Business Owners turn to IDA for clarity around decisions that blend personal wealth with the financial realities of running a company. From liquidity planning and tax strategy to succession and long-term goals, we help owners bring structure and discipline to their entire financial picture.
A Clear, Disciplined
Framework for Business Owners
Liquidity & Exit Planning
We simplify the complexity of business ownership by integrating personal wealth, business strategy, and long-term goals into one coordinated framework.
- Long-term financial planning aligned with business value
- Liquidity and exit scenario modeling
- Alignment of business outcomes with personal and family goals
Business Tax Strategy & Filing
- Integrated business and personal tax planning
- Entity-level tax strategy and compliance
- Coordination of owner compensation, distributions, and timing
- Ongoing tax planning aligned with business growth and transition
Advanced Tax & Structural Coordination
- Entity and ownership structure design
- Coordination of trusts, holding companies, and operating entities
- Advanced planning for recapitalizations, partial sales, or exits
- Alignment of tax strategy with long-term flexibility and control
Retirement Plan Design and Optimization
- Retirement plan design aligned with business goals
- Fiduciary oversight and plan optimization
- Tax-efficient strategies for owners and key employees
- Coordination with broader wealth and liquidity planning
Succession and Continuity Planning
- Ownership and leadership transition planning
- Coordination with estate and trust structures
- Education and preparation for next-generation leaders
- Long-term continuity planning for families and businesses
Why Business Owners Choose Us
We Guide Owners Before, During, and After a Liquidity Event
We integrate personal finances, business interests, and long-term objectives into one coordinated framework — reducing emotional decisions, managing risk, and keeping strategy aligned as the company grows or transitions.
A Unified View of the Entire Enterprise
We integrate the personal, the business, and the long-term objectives into one coordinated framework.
Concentration Risk Managed With Intention
We address the financial weight of owning a single enterprise and design strategies that protect the family and the business.
A Partner for Big Decisions
We guide owners through staged planning for recapitalizations, partial sales, or full exits so decisions remain grounded, not reactive.
Continuity for Owners, Families, and Future Leaders
We educate rising successors, facilitate governance, and build continuity that extends beyond the business itself.
Client Scenario
Carrying a Legacy Forward: A Business Owner’s Family Finds Stability After a Devastating Loss
Background & Challenges
When a client suddenly passed away just after turning sixty, he left behind a successful business, real estate across three states, and a complex financial life — along with a grieving wife who had never managed their finances. Their trust was outdated, accounts were improperly titled, and the path forward was unclear. She was overwhelmed, vulnerable, and unsure where to begin.
IDA stepped in not with forms or transfer paperwork, but with calm structure and a clear plan. We coordinated with the trust attorney and CPA, retitled assets, organized the estate, guided the sale of the business, and helped manage real estate decisions. More importantly, we moved at her pace — giving her room to grieve while ensuring every financial detail was handled carefully.
Where another adviser from a different investment firm pushed to open accounts immediately, we focused first on stability, clarity, and peace of mind. Step by step, we rebuilt her financial foundation, ensured liquidity, and created a plan aligned with her long-term needs.
The Outcome
- The business was sold smoothly and strategically
- Multi-state properties were managed and transitioned
- Long-term income and liquidity were secured
- Every administrative burden was removed from her plate
- She could sleep at night knowing she wasn’t alone
Disclosure: Past results do not guarantee future outcomes. Each client’s situation is unique, and services provided will vary based on individual circumstances, financial condition, objectives, and market factors. The services described may not be suitable for all investors, and similar results cannot be expected. All investing involves risk, including the potential loss of principal.
Testimonials
Life After Selling My Business: How IDA Helped Us Travel, Remodel, and Secure Our Future!
Lesli and Mark share how IDA Wealth Management helped secure their retirement, grow their finances, and give them complete peace of mind after selling their long-time business.
Disclosure : The testimonial provided is from a current client of the firm (or former client, as applicable). No cash or non-cash compensation was provided, directly or indirectly, in exchange for this testimonial, and the client was not offered any fee reduction, economic benefit, or other incentive to provide the review; participation was entirely voluntary. A testimonial from a current client presents a material conflict of interest because the client maintains an ongoing advisory relationship with the firm and may have an incentive to provide positive feedback. This testimonial may not be representative of the experience of other clients and is not a guarantee of future performance or future results. All investing involves risk, including the possible loss of principal.
Leadership thoughts
“When your personal and business finances are aligned, every stage of growth becomes easier to navigate.”
Jason Labrum
Founder | CEO
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Insights
Business Owners-Focused Insights
Podcast : Financial Detox®
The Retirement Tax Trap Most Investors Don't See Coming
A lot of investors save carefully but this well-meaning tactic can covertly result in a retirement tax trap.
How can we help you pursue better?
Financial peace of mind isn’t a slogan — it’s earned through clarity, discipline, and a partnership built on trust. Start the conversation with IDA and experience what it means to Pursue Better™.