Business Assessment, Consulting & Planning

For clients who are business owners, founders, and who operate family-owned businesses, we provide you with independent business intelligence and guidance in the following areas:

Financial Optimization

We can help your business negotiate optimal banking relationships and credit facilities to ensure tax and accounting positions are in line with your company’s near- and long-term strategic goals. We also help businesses achieve greater financial insight and transparency.

Strategic Planning

We work closely with business owners to ensure that their long-term vision is aligned with your company's objectives. We provide strategic planning advice to entrepreneurs so you can simultaneously grow your businesses while maintaining a focus on execution.

Practice Transformation

We guide business owners in determining their strategic and operational needs and we work with them to develop an architecture that conforms to their strategic plans.

Integration of Personal Planning for Business Owners

We design high-impact strategies to create synergies between a business’s strategic direction and the business owner’s individual financial plan. We help smooth the transition when it comes time for you to either monetize your business or pass on this valuable asset.

Calculators & Videos

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Suggested Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website.

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