Building a business is a lifetime achievement, and planning for what comes next is just as critical. At Corporate Sales Advisors (powered by Nexxess Business Advisors), we specialize in Legacy and Wealth Planning in Houston, TX, guiding business owners through strategies that protect assets, transfer wealth efficiently, and ensure the long-term prosperity of their families and businesses.
Our approach blends financial insight, estate planning, and personalized wealth strategies to help business owners safeguard their legacy and achieve lasting peace of mind.
Develop a roadmap to preserve your business legacy for future generations.
Comprehensive strategies for long-term financial security and growth.
Efficiently transfer wealth to heirs while minimizing taxes and maximizing impact.
Ensuring your business and assets are properly structured for the future is essential. Our Estate and Succession Planning Houston, TX services help owners establish a clear plan for leadership succession, asset protection, and smooth generational transitions.
We focus on:
With proper estate and succession planning, you can protect your wealth, minimize disputes, and secure your family’s financial future.
Selling a business is just the beginning. Our Post-Sale Wealth Management Houston, TX services ensure that your proceeds are preserved, invested wisely, and aligned with your long-term financial goals.
We assist with:
Every recommendation is tailored to your unique circumstances and designed to protect what you’ve built.
Our Financial Planning for Business Owners, Houston, TX, services help owners integrate personal, business, and family financial goals into a coherent strategy.
We provide:
With a proactive financial plan, business owners can focus on growth today while securing wealth for tomorrow.
To provide clarity and confidence, we follow a structured process:
Understand your financial goals, business structure, and legacy priorities.
Assess current wealth, liabilities, and succession plans.
Develop customized wealth preservation, estate, and succession strategies.
Coordinate with advisors to execute plans efficiently.
Adjust strategies as circumstances, tax laws, or business goals evolve.
This structured approach ensures your wealth, business, and family legacy are secure and well-managed.
We offer specialized, results-driven wealth and legacy planning services tailored to Houston business owners, including:
Our focus is on practical solutions, clear communication, and protecting both your business and your family’s future.
While client confidentiality limits full disclosure, examples include:
These successes demonstrate how strategic legacy and wealth planning create lasting impact.
It’s a strategy that protects your business, assets, and family wealth, ensuring smooth transitions and long-term prosperity.
As early as possible. Planning 3–5 years before an exit or transfer allows time to optimize tax, succession, and investment strategies.
We provide Estate & Succession Planning, Asset Protection, Generational Wealth Transfer, and Post-Sale Wealth Management tailored to business owners.
It aligns your business sale or exit with long-term wealth goals, ensuring your proceeds are maximized and protected.
Yes. We monitor your plans, update strategies, and provide continuous guidance to protect your wealth and family legacy over time.
