Your business. Your wealth. Your legacy. Private Wealth Management
At The LeDoyen Price Group, we leverage our diverse financial planning experience and strategic marketing insights to help private business owners and entrepreneurs thrive at every stage in their business lifecycle. Our Private Wealth Management team has the business transition expertise and comprehensive wealth management capabilities to help you build and preserve wealth for each generation of your family.
Listening and identifying your key challenges and opportunities is our priority as we develop your master plan. To this end, we focus on three areas:
- Assessing and maximizing the value of your business well in advance of a transaction
- Preparing you personally and financially for an eventual business exit
- Prompting you to think about your next act and your passions for life after business
The LeDoyen Price Group
404-479-6080
404-479-6081
877-806-2711
Terminus 100
3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305
Industry leadership from a highly experienced team
Van Price recognitions:
- Financial Times Top 401 Retirement Plan Advisors, 2019
- Barron's Top 1,200 Financial Advisors, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
- Barron’s Top Institutional Consultants, 2020, 2019, 2018, 2017, 2016, 2015
- Financial Times Top 400 Financial Advisor, 2018, 2015, 2014, 2013
- Barron's Top 1,000 Financial Advisors, 2013, 2012, 2011, 2010
- WealthManagement.com Top 100 Wirehouse Advisors, 2014
Private Wealth Management
How can you access the full resources of UBS?
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
Business advisory
Are you actively maximizing the market value of your business?
Knowing who to work with can make all the difference. The LeDoyen Price Group has two Certified Exit Planning Advisors (CEPA) on our team who can help mitigate the risks that come with selling a business. Our process focuses on value acceleration. We help business owners take the guesswork out of selling their business, empowering control over how and when they exit.
Wealth planning
How do you prepare personally and financially for a successful business exit?
Not only do we focus on the readiness of the business, but we emphasize personal readiness when going through a business transition. What net proceeds figure do you need to sustain the rest of your life? Working together, as you transition in life or seek out new opportunities, we will help make key financial decisions much simpler.
Life after business
What passions do you want to pursue in your next act in life?
What are your passions now? If it‘s running your business, we can help put the right team in place to ease your involvement and increase the value to a third party. Are you eager for a new challenge beyond your business? The right post-sale wealth management strategy will help you make a successful transition to the next phase in your life journey.
Institutional consulting
How can we help you with the investment guidance and fiduciary oversight you need for your organization and employees?
You will have direct access to an experienced team that aligns its experience and the strength of the firm with your organization's goals. Through a close working relationship, we take a hands-on approach and provide product-agnostic advice without any conflict of interest.
Our perspectives
Insights