Business owners often experience their own unique struggles, and quickly discover that creating financial freedom and success doesn’t happen overnight. It takes more than hard work. They need a plan that addresses the needs of every stage of their business’s life cycle. We understand the needs and areas of concern for business owners and can assist them through the stages of their business, from the establishment of a business through its sale, or business succession needs. We take into consideration the distinctive aspects of each client’s business, including cultural and family issues. We work with the business owner and their other professional advisors to develop a road map that illustrates the impact of each business decision and how it will affect the entire financial picture.

Business Planning Services:

  • Business structuring and choice of entity consulting
  • Employee benefits structuring
  • Retirement plan consulting
  • Risk management planning
  • Tax planning, with a focus on integrating personal and business considerations
  • Buy/Sell agreement planning and funding
  • Business succession planning including consideration of family and non-family issues