Business Owners

Owning a successful business is not an end in itself. Rather, it is a means to an end.

Through hard work and perseverance, you’ve taken a vision and turned it into reality. You’ve built a successful business.
You’ve created wealth. Maybe you’ve even begun to groom the next generation of leadership.

Now it’s time for the next phase – capitalizing on what you started.

Business Owner Planning & Advice

There is no “one size fits all” approach to structuring and operating a successful business. Issues of capital structure, tax reduction, and entity selection interact uniquely with your own goals and vision. The challenge is to develop a plan that maximizes your company’s value today, and tomorrow.

Exit & Succession Planning

We will work with you one-on-one to protect and preserve the wealth contained in your busienss – and create a strategy to capitalize on that wealth on your terms, while passing on assets and management control from one generation to the next.

Executive Compensation

Compensation is more than just a paycheck. Together, we’ll explore the wide variety of taxable, non-taxable, and deferred compensation plans available for key non-owner executives and managers. Ultimately, the right plan can help attract and retain top talent, increase business value, and ensure business continuity.

Retirement Plan & Benefits

Implementing a retirement plan for your business can be uncharted territory. We’ll guide you in selecting and implementing a tax-effective retirement plan that benefits both owners and employees, while complying with increasingly complex regulations.