You’ve spent years—maybe decades—building your business. Late nights, hard decisions, every dollar reinvested. Now you’re asking the bigger questions: What’s next? How do I protect what I’ve built? How do I turn this into lasting wealth—for myself, and for my family?
That’s where we come in. At Freeman Group Private Wealth Management, we offer clear, strategic financial advice for business owners who are ready to think beyond the bottom line. Whether you're just starting out or preparing to exit, we’ll help you grow wealth inside your business—and outside it too.
Business owners in construction
Freeman Group Private Wealth Management has deep roots in Nova Scotia’s construction community. As long-time supporters of the Construction Association of Nova Scotia (CANS), we understand the unique challenges construction business owners face—seasonal cash flow, large equipment investments, complex contracts, and the pressure of employing local tradespeople.
We work closely with owners and entrepreneurs across the trades—from general contractors and commercial builders to family-run crews and multi-generational firms. Whether you’re scaling up, preparing to sell, or simply want a clearer view of your financial future, we help you step back from the day-to-day chaos and build a strategy for long-term success.
That means creating wealth both inside the business and outside of it. We guide construction business owners in setting up holding companies, preparing tax-efficient exit strategies, and protecting their legacy with smart insurance and estate plans. For those thinking about succession—whether it’s selling to a third party, transferring to a family member, or setting up employee ownership—we offer the kind of practical, step-by-step guidance that makes the transition feel less overwhelming.
You’ve worked hard to build your business with care and grit. We’re here to make sure it pays off—for you, your family, and the next generation.
Smart planning now means more freedom later
Your business might be profitable. But is your personal financial future secure? We help small business owners create wealth they can rely on—long after they’ve stepped away from day-to-day operations.
That includes:
- Setting up a holding company to create flexibility and reduce tax
- Structuring a life insurance policy that supports both business continuity and estate goals
- Building an investment portfolio outside the business that can support your lifestyle in retirement
Succession planning that puts you in control
Selling a business is personal. It’s not about walking away—it’s about doing it on your terms. We help you create a succession plan that reflects the value you’ve built and protects the legacy you’ve created. That way, when you step back, you do it with confidence—knowing you’ve made the right move for your future and your family.
Advice made for small business owners
We’re business owners too. We understand the pressure, the risk, the juggling act. That’s why our financial advice for small business owners is practical, real-world, and built to fit your lifestyle. You won’t get a cookie-cutter plan. You’ll get a personal strategy that brings together tax planning, investments, risk protection, and retirement income—built around your goals, not someone else’s agenda.