For many business owners and entrepreneurs there is little difference between the financial opportunities and challenges faced in their business and those regarding their own personal financial situation. As fellow owners and managers of a small business ourselves, we can help you develop a sound financial plan that prepares you for every stage of your business life cycle. Through the creation of a disciplined financial plan and diversified investment strategy, we believe that we can help you realize both your business and personal aspirations.

We help business owners and entrepreneurs with:

  • Business and personal cash flow management
  • Tax efficient retirement and executive compensation plans
  • Mitigating the risk associated with concentrated business equity positions through diversification
  • Business insurance and protection
  • Tax efficient owner transition, exit strategies and succession planning
  • Employee Stock Ownership Plans (ESOPs)