Business Services
Clear Financial Strategy for Business Owners Who Want Fewer Surprises
Running a business means making financial decisions fast. Taxes, cash flow, protection, and retirement plans all connect. We help you see the full picture, then help build a simple plan you can act on.
1
Owner Strategy & Cash Flow
We help you map income, fixed costs, variable costs, and goals, so your plan matches real life.
Good for: owners who feel like money moves fast but results feel slow.
2
Tax-Aware Planning & CPA Coordination
We'll help you organize the information that drives tax decisions and coordinate with your tax professional on strategy topics.
Note: We do not provide tax advice. We help you prepare and plan.
3
Business Protection Planning
We'll help you review gaps that can hurt your business, including liability exposure, income disruption, and continuity risks. Then we outline options to address them.
4
Key Person & Continuity Strategy
If one person is critical to operations, a plan should reflect that. We help you design a simple continuity approach and document the next steps.
5
Employee Benefits & Retention Support
Benefit options can be overwhelming. We'll help you think through them to help you attract and keep great people without overbuilding your overhead.
6
Exit & Succession Coordination
If you plan to sell, transfer, or pass the business on, we help you outline a timeline and key decisions, and coordinate with your attorney and CPA as needed.
Who this is for:
This is a fit if you are:
-
A business owner with inconsistent cash flow or irregular income
-
Growing a team and need benefits decisions that make sense
-
Trying to plan for retirement without ignoring taxes
-
Thinking about a future sale, buyout, or succession
-
Tired of guessing and want a clear written plan
Our Process
Step 1. Business Wealth Review
We learn how your business works, what you want, and what has been getting in the way.
Step 2. Strategy Map
You get a simple written plan with priorities, options, and next steps.
Step 3. Implementation Support
If you choose to move forward, we help you execute and coordinate with outside professionals when needed.
What you leave with: a clear plan you can explain and next steps you can act on.
What We Need From You
-
Basic income and expense numbers
-
Current business structure info (if applicable)
-
Existing coverage, accounts, or benefits you already have
-
Your top goal for the next 12 months
Get in Touch
Get a clear plan for your business and personal finances. Start with a Business Wealth Review.