Financial Planning for Business Owners

Financial planning for business owners, including the exit.

For most owners the business is the largest asset and the least examined — measured constantly for the company's purposes, rarely for the family's. We plan around it: the owner's balance sheet kept separate from the company's, how you pay yourself and what that costs in tax, a retirement plan that suits the company's size, and the eventual sale. The aim is plain enough — the family's security should not rest entirely on one enterprise, however good that enterprise is.

Who we work with, and what it costs

If this sounds like your situation, write to [email protected] and we'll tell you honestly whether we're the right fit.