What Services We Provide

Business Owner Services

We work with local entrepreneurs and business owners to help them transfer business success into personal/family wealth. No demographic is so important to America's economic vitality and national prosperity!

And no group faces greater obstacles, risks, and challenges either! Business owners share many challenges, issues, and priorities that differentiate them from corporate executives and business employees. Our local firm has the resources and expertise to help business owners with many important issues.

We provide comprehensive financial analysis to determine appropriate strategies to help you with complicated issues such as:

Estate Planning & Inheritance Transfers
Buy/Sell Agreement Planning
Tax Management & Reduction
Owner Benefit Strategies
Risk Management & Protection Planning
Exit/Transistion Strategies

Your Business Life Cycle...

Drives The Issues & The Priorities

Start-Up Issues

Entity Formation	Payroll & Reporting
Recruiting Staff	Marketing & Sales
Management Systems	Mandated Benefits
Regulatory Compliance	Credit Lines/Capitalization

Growth & Expansion Issues

Success Protection Planning

Buy/Sell Agreements	Tax-Qualified Benefits
Business Valuation	Entity Transition
Liability Protection	Retirement Plans
Business Continuation Plans	Productivity & Profitability

Mature & Prosperous Issues

Tax Planning

Increased Owner Benefits	Income Tax Reductions
Grow and Train Buyer	Key Person Coverage Plans
Bonus/Handcuff/Parachute	Non-Qualified Retirement Plans
Exit & Transitions Plans	Estate Planning

Wealth/Value Transfers

Transitional Issues

Wealth Creation & Transfer

Transferable Book Value	Capital Transfers
Stock Redemptions	Living Buy-Outs
Generational Transfers	Acquisition,Merger, Sale

Expansion Opportunities

We can help you make the most of the hard work and resources you have in your business by integrating business strategies with personal financial planning to help you get the most out of your business.