Business Owner Planning
Building Wealth Beyond Your Business
Your business is likely your largest asset. We bridge the gap between your company's balance sheet and your personal financial statement.
Growth & Tax Mitigation
We implement retirement plan designs (such as 401(k)s, Cash Balance Plans, and Profit Sharing) that help you retain talent while maximizing your own tax-deferred savings.
Succession & Exit Planning
We help you prepare for the eventual transition of your business, whether to family, key employees, or a third-party buyer. This includes valuation strategies and structuring the sale to minimize capital gains taxes.
Post-Sale Liquidity
Selling a business is a life-changing event. We develop holistic strategies to manage the sudden influx of cash, transforming a single liquidity event into a sustainable, multi-generational income stream.
Ready to Plan Beyond Your Business?
Let's discuss how Business Owner Planning can work for you.
Schedule a Consultation