Our business owner clients often have unique financial needs related to managing their business finances, minimizing risk, and planning for the future of their business. We draw on our decades of experience of serving our business owner clients and solving for complex situations.
Our business owner services include
| Business Owner Services | Business Management Services | Transition Services |
- Goals and objectives review
- Owner net worth analysis
- Business cash flow and budget review
- Executive compensation
- Philanthropic planning
| - Balance sheet review / analysis
- Debt management
- Accumulation planning/sinking fund
- Entity/structure consulting
- Risk management protection
- Key man insurance
- Disability buy out insurance
- Real estate analysis
- Corporate tax strategies
- Employee retirement planning
- Group benefit analysis
- Bonus retention and profit-sharing planning
| - Business financial planning
- Business valuation
- Buy/sell planning
- Wealth transfer planning
- Tax-optimized investing
- Death/disability/retirement planning
- Nextgeneration planning
- Lending analysis
- Business protection planning
- Disability overhead expense insurance
- Legacy planning
- Charitable gifting strategies
- Future owner planning
- Business parther assessments
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