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Business Services Overview | What We Work On

Our practice specializes in implementing advanced business strategies for (1) Organization & Governance; (2) People; (3) Growth Process & KPIs; and (4) Exit Planning. We accomplish this by prioritizing the business factors that will drive the most value for you, and by organizing, coordinating, and quarterbacking all parts of your business picture to achieve proper balance.

As a business owner, our strategy implementation expands to include not only your businesses goals and needs, but also how protecting, growing, and exiting your business integrates into your own personal objectives. Where appropriate, we guide strategic plans to attract, retain, and reward the key employees that unlock transferrable value and maximize the biggest asset in your life: your business.

We offer personalized, consultative, hands-on service. We educate our business clients about relevant concepts and solutions, and work to remove mystery, lack of coordination, and inefficiency from the business planning process.

We understand the challenges of modern active business and transfer planning. We develop sophisticated customized plans to overcome these challenges as they present in your world and based on your team's specific goals. 

Investment Solutions

  • Bonds, Common Stock + ETFs, Index + Mutual Funds
  • Hedge Funds (Multi-Strategy)
  • Private Equity (Multi-Strategy)
  • Private Credit/Direct Lending
  • Real Assets
  • Structured Products
  • Treasuries & Government Securities
  • Qualified Plan Setup & Advisory
  • 401(k) plans
  • 457 plans
  • 403(b) plans
  • Simplified Employee Pension (SEP) plans
  • Savings Incentive Match Plan for Employees (SIMPLE) plans

Core Busines Planning

  • Business Entity Type review and selection
  • Key Agreements Review
  • Buy-Sell and Disability Buyout Funding
  • Executive Protection & Compensation
  • Incentive Plans / Company benefits & culture
  • Cash Flow Analysis
  • Market Research (Third-Party)
  • KPI Identification and Planning
  • Financial Reporting and Tracking
  • Process & System Enhancements
  • Corporate and Owner Protection
  • Continuation Planning

Advanced Planning

  • Stock/Equity Compensation Planning
  • Investment/Asset-Backed Credit Lines
  • Charitable/Philanthropic Solutions
  • Business Valuation Services
  • Money Purchasing Plans
  • Profit-Sharing Plans
  • Executive Bonus Plans
  • Non-Qualified Deferred Comp Plans
  • ILITs and Charitable Remainder Trusts
  • Special Purpose Trusts
  • Employee stock ownership plans (ESOPs)
  • Exit & Succession Strategy

Insurance & Protection

  • Business Group Life Insurance
  • Business Group Disability Income Insurance
  • Buy-Sell Funding
  • Umbrella/Liability Review
  • Business owner's policy
  • Small business insurance
  • Professional Liability
  • Key Person Insurance
  • Directors and officers insurance
  • P&C Insurance Review

Our Process

We create strategies that are tailored to your business's needs and goals, putting the right things in the right order. Find out how we do that and what to expect.

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Schedule a Call

Time for the "important but not urgent"  - working on your business instead of in your business - must be scheduled; it won't just happen. Let's start by finding out if there's any way we can be a resource for you.

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Strategic Categories

We break business planning up into 4 primary buckets; find out where you should be focused within each.

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For more information about our practice and the services we offer, please schedule time to talk to us. We would welcome the opportunity to speak with you to determine if we can be a resource.

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