ServicesYour Business Is Your Biggest Asset. Plan Like It.

For most business owners, the company is both their income and the largest part of their net worth. Yet the planning around it often stops at the business bank account.

We help owners connect their business to their personal financial plan: saving more for retirement through the business, protecting it if something happens to an owner, and preparing for the day you sell or step away.

Book a Consultation How We Work

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Business Advisory

Who this is for

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Owners of small and mid-sized businesses, including professional practices

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Partners who don't yet have a buy-sell agreement, or have one that was never funded

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Owners five to ten years from selling or transitioning their business

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Business owners who want to save more for retirement than an IRA allows

What we do

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Design and compare retirement plans: SEP IRAs, Solo 401(k)s, 401(k)s, and cash balance plans

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Help fund buy-sell agreements, often with life or disability insurance

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Evaluate key person coverage to protect the business if an essential person is lost

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Plan for succession, a sale, or a transition to family or employees

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Review executive and owner compensation, including benefits for key employees

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Connect the business plan to your personal retirement, tax, and estate plan

How we coordinate

How we coordinate

Business planning involves your CPA, your attorney, and sometimes your business partners. We bring them together, provide the financial analysis each one needs, and keep decisions moving.

Related reading

Article · Oct 6SEP IRA vs. Solo 401(k)

Read Article

Article · Nov 3Buy-Sell Agreements: Protecting Your Business (and Your Family) if a Partner Exits

Read Article

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Take the First StepLet's talk about your business

Book a free 30-minute call. We'll talk about where your business stands today and what you want it to do for you down the road.

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