Broker Check

Business Owners

The tax code invariably discriminates in favor of business owners.  And why shouldn’t it? Business owners assume risk to provide opportunity for others to make a living and ultimately grow the economy.  As a small business ourselves, we specialize in financial planning for business owners -- from sole proprietors to those that employ upwards of 200 people. Our clients are contractors, physicians, dentists, IT business owners and more. We work closely with tax professionals to help our clients access the numerous advantages afforded to business owners.

We assist business owners  in cash flow management, tax-shelter/retirement plans, and exit/succession planning.  We help to assess when is the right time to sell your business based on your goals. We also assist business owners indirectly through partner referrals to financing sources, accounting and bookkeeping expertise, operational consulting, and business brokerage/M&A.