Business Owners

Whether you are just starting a new business or contemplating the sale of your closely held company, we have a team of experienced financial and business consulting specialists ready to assist you. As is often the case, we welcome the opportunity to team with your current professional advisory team, including CPAs, attorneys, and bankers, to work seamlessly in addressing the financial challenges and opportunities of small business ownership.

Our business owner advisory services can help you integrate your personal financial planning with that of your company and set the stage for a sound financial future.

Our services in this area include:

  • The full scope of company and owner retirement planning, including 401K strategies and management, and defined benefit plans.

  • Strategies for harvesting business equity

  • Tax efficient owner transition and exit strategies

  • Outright sale of business assistance

  • Alternative for financing growth and acquisition

  • Transitioning strategies for next generation family owners

  • Developing tax efficient owner and executive compensation plans

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