Business Assessment, Consulting & Planning
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:
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
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More

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.
Learn More
Suggested Content

What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Learn More

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More

Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Learn More
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.