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Small Business

As a Small business owner, we know you have a lot on your plate. 

As a small business owner, you juggle countless responsibilities every day. Between managing operations, supporting employees, serving clients, and growing your business, it's easy to push long-term financial planning to the bottom of the list.

At Westside Investment Management, we understand that your business is more than a source of income. It may be your largest asset and an important part of your family's financial future. Whether you're focused on growing your business, creating a retirement strategy, or preparing for an eventual transition, our team is here to help.

Specialized Guidance for Business Owners


How We Help

  • Business Exit & Transition Planning
  • Succession Planning
  • Retirement Planning
  • Investment Management
  • Business Owner Wealth Planning
  • Risk Management Strategies
  • Estate Planning Coordination
  • Tax Planning Coordination with Trusted Professionals
  • Business Value Growth Strategies


Planning Beyond the Business


As a Certified Exit Planning Advisor (CEPA®), our advisor, James Frawley, has specialized in helping business owners build business value, prepare for ownership transitions, and align their personal and financial goals with their long-term vision.  A successful exit doesn't happen by accident. Whether you're planning to sell your business, transfer it to family members, or transition ownership to key employees, having a thoughtful strategy in place can help maximize value and improve your chances of achieving your personal and financial goals. 

Our goal is to help you create a plan that supports both the success of your business today and the financial future you envision tomorrow.


Our team of financial professionals are here to assist you

Get in touch today to see how we can help you make a plan for financial success right now and into the future.

Contact Our Team

Small Business Resource blog

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees.  If you are a female entrepreneur, you may face interesting challenges with personal and business finances. To analyze your finances as a female entrepreneur, check out these tips.

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As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.

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 Financial professionals may benefit small-business owners no matter what the stage of their business. The earlier you seek financial advice, the more this advice might help your business as it grows. Here are five ways a financial professional could be your ally as a small-business owner.

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