Business Owner Services

We provide the following services to help guide our business owner clients through a successful exit planning process.

  • Create custom financial plans
  • Align business, personal, and financial goals
  • Assess your businesses wealth gap
  • Collaborate with all professionals involved
  • Work jointly with all owners, spouses, and family
  • Explore a variety of exit planning options ranging from succession planning to an outright sale
  • Develop a full exit planning team with other professionals
  • Use advanced planning software to model different exit planning options and tax strategies
  • Oversee estate planning process
  • Evaluate current life insurance benefits and assess how we can provide value for estate planning needs
  • Assess charitable intent and develop giving strategies
  • Review real estate and assess options including a1031 exchange