Your business is likely your largest asset, and your most personal one. We help you align your business strategy with your personal financial goals, so you’re not just building something valuable… you’re building something that works for you. From entity structure to exit strategy, we advise business owners through every phase of growth and transition, with a focus on both long-term wealth and day-to-day efficiency.

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• Exit and succession planning

• Tax-smart compensation and cash flow strategies

• Retirement plan design (including 401(k) and profit-sharing plans)

• Key employee retention strategies, including golden handcuffs and custom incentive plans

• ESOP advisory and business-to-employee transition planning

• Coordination with CPAs, legal counsel, and business valuation specialists

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