You Took The Risk, You Deserve The Reward

Whether you're looking to grow, maintain, or sell your business, we have you covered.

Allow our team to be a resource to help you work toward your goals.


You Worked For Your Business, Now Make It Work For You

Small Business

We take a look at 6 key areas of your business to help ensure you make the most of the financial opportunities you may be given. 

Asset Protection - 

What are the most common threats to the asset that can

be protected?

• Lawsuits and judgments

• Creditors

• Asset Protection for heirs

• Divorce and remarriage

• Mismanagement or wasteful spending

• Estate taxes

Retirement Planning - 

Can you answer these key questions?

• How much do you need?

• How much will you have?

• How much more do you need to

set aside?

• Where should you put it?

Income Tax - 

Not trying to predict future tax

rates; but, rather designing strategies that help:

• Minimize current taxation

• Provide tax diversification in order to help maximize future flexibility

• Do most of your income tax concerns come from earned income or unearned income?

• Of the assets you own, are you heaviest in:

• Value that has already been taxed; or,

• Value that has yet to be taxed?

Capital Risk - 

A Business is a Unique Asset. Unlike other types of assets:

• The business owner’s death can impact the asset

• The asset value can be influenced by key employees

• Most businesses are illiquid so special

care and preparation must go into

selling or “exiting”.

Can you answer these key questions?

How would your death impact:

• The continuation of the business?

• Your family that depends on the income that comes from the business?

• Co-owners or partners of the business?

• How would your business be impacted if your best employee died or left?

• What is your strategy to exit or transition out of the business?

Income Protection - 

Can you answer these key questions?

• How much assets would it take to replace your future income for the benefit of your family?

• How much assets do you currently have?

• If you are short...

1) Would your family’s standard of living drop?

2) What other sources could provide the necessary income?

Estate Planning - 

Estate Planning is directing . . .

• The right property

• To the right people

• At the right time

What can happen if you do not direct your assets?

• They most likely will not end up with the right person at the right time.

Can you answer these key questions?

• What do you own?

• How do you want heirs to receive it?

• How do you get it to them?

• How can you maximize the benefit?

Cover All Your Angles

You went into business to follow your passion, what you love to wake up and do everyday. Let our passion help you, its what we love to do!