Business, Liquidity & Exit Planning

Business owners experience their own unique struggles and understand that creating their own financial freedom does not happen overnight. In addition to hard work, planning at every stage of a business’s life cycle ensures there is a roadmap in place that illustrates the impact of each and every business decision.

Business Planning Services:

  • Tax planning, focusing on integrated personal and business considerations
  • Risk management planning
  • Retirement plan consulting (401k, Profit Sharing, Defined Contribution, Defined Benefit, Custom Qualified)
  • Employee benefits structuring
  • Business succession planning
  • Buy/Sell planning
  • Highly appreciated asset strategy & planning (LLC's with Charitable Intent)