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Advanced Strategies for Business

Your business is your single greatest financial asset. Optimizing the financial strategies of your business is the most powerful thing you can do to secure your efforts’ lifelong sufficiency and legacy. We work with owners at all stages of the business life cycle, from assisting the new business owner with establishing a sound financial foundation to ensuring smooth business succession and transition into retirement.

As a business owner you understand that your personal balance sheet and your business balance sheet intersect and overlap in complex ways. Our process begins with an in-depth understanding of you and your business. From there, we work with you to visualize, organize, and articulate all of your personal and business objectives. With a clear understanding of where you are currently and where you would like to be in the future, we’ll identify and educate you about advanced strategies that will create the best path forward for efficient asset protection and transfer, maximization of assets and income, and retention of key employees.

Complex strategies require complex coordination and specialized knowledge. Below is an extensive list of strategies that our Business Planning Team utilizes to help business owners achieve their objectives. If many of these concepts don’t sound familiar, there’s a good chance that you could benefit greatly from a conversation with us.


Business Planning

Business Planning

-Business Continuation

-Business Valuation

-Exit Strategy

-Buy-Sell Agreements, Planning, and Valuation

-Retention Bonus w/One-Way Buy-Sell Agreement

-Insurance Only LLC Planning

-Key-Person Insurance

Executive Benefits

Executive Benefits

-Employer Sponsored Life

-Executive Bonus Plans

-Non-Qual Deferred Comp Plans

-Phantom Stock Plans

-Retention Bonus Plans

-Split Dollar Plans

-Supplemental Exec Retirement Plans

-Salary Deferral Plans

Business Owner Planning

Business Owner Planning

-Asset Loans

-Asset Protection

-IRA Maximization

-Life Insurance Fallback


-Social Security Maximization

Business Owner Estate Planning

Business Owner Estate Planning

-Inheritance Equalization

-Intergenerational Split Dollar

-Note Sale to IDGT

-Private Split Dollar

-Spousal Lifetime Access Trusts

-State Estate Taxes

Other Business Services

Other Business Services

-401(k) Plans

-Group Benefits

-1035 Exchanges

-Premium Financing

-Employee Wellness Programs

-Charitable Planning

How To Get Started

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