Business Owners & Startups


Your business, our expertise.

Whether you are in the early growth stages of your company looking to navigate the financial and tax complexities of your enterprise or have a mature business requiring succession planning, we have the experience and model to serve you in a holistic and independent fashion at any point within the business cycle. As an independent and owner-operated firm as well, we understand many of the same challenges you face and possess the skill and experience to serve your wealth advisory and business consulting needs.

We assist business owners in many areas. We work with sole proprietors, small-to-mid sized businesses, partnership arrangements and other closely held business entities. The following is a small sample of the type of strategies we may implement for our clients.

  • Assist with entity selection and creation planning for new ventures or transactions.

  • Efficiently implement, manage and maximize strategic retirement savings opportunities for both employer and employees.

  • Implement tax planning strategies consistent with newer tax laws to fit your unique business needs and strategies.

  • Pre/Post IPO planning.

  • Deferred Compensation.

  • Independent evaluation and recommendation of appropriate insurance coverage and risk management techniques.

  • Evaluate, coordinate and recommend financing opportunities.

  • Develop and execute sophisticated succession plans and exit strategies.