Business Owners

We work with founders and owners who think in terms of growth, risk, and runway. Our job is to align your personal finances with your operating plan so cash, taxes, and risk fuel the next move—not slow it down.

Think of us like an extension of your finance team. We translate strategy into execution with scenario modeling (hire, expand, acquire, refinance, exit), owner compensation and distributions, tax and benefits design, and check-ins that keep the execution on track.

The outcome is a clear playbook—what to reinvest, what to take home, how to de-risk concentration, and how today’s choices compound into freedom—so you can build the company and the life you want at the same time.

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Integrate Business and Personal Finances

We connect the dots between your business cash flow and your personal wealth plan—so both work in sync.

Pass the Business to Your Family—Tax Smart

We design a step-by-step plan to gift or sell shares to heirs at legally discounted values, keep voting control, and coordinate appraisals, trusts, and filings with your CPA/attorney

Structure the Sale, Keep More

From purchase-price allocation and depreciation recapture to NIIT and state taxes, we design terms and deferral levers (installment, earn-out, ESOP §1042, 1031 for property) with your CPA/attorney to boost what you take home.

Treat Your Business Like an Asset Class

We quantify your company’s returns with IRR, ROI, NPV, and payback—then compare reinvesting in the business vs. outside investments. You get a documented capital-allocation policy for when to deploy cash, borrow, distribute, or diversify.

Set Up Tax-Smart Retirement Plans

From 401(k)s to Profit Sharing to Cash Balance plans, we design retirement solutions that reduce taxes and reward your future self.

Optimize your Entity Structure

S Corp or LLC? We help you choose and maintain the right setup for tax efficiency, liability protection, and long-term flexibility.

Invest Beyond Your Business

Whether it’s commercial real estate or building a diversified portfolio, we help you put profits to work outside the day-to-day.

Retain and Reward Your Key People

We craft smart incentive packages—from equity comp to deferred bonuses—to keep your top talent loyal and motivated.