Successful Entreprenuers

Upper Small and Mid-Market Business Owner

Profile of Typical Successful Entreprenuer We Work With

  •  Owns an established, highly successful business
  • Respected in business community
  • In business for more than ten years [five years in high growth business]
  • 45 years old or older [40 years for high growth business]
  • Friendly, helpful and influential

Typical Services We Provide

  • Strategic Business Planning
  • Professionalization of business including Advisory Board formation
  • Tax Planning and preparation for owner and key employees
  • Benefits Planning
  • Protection Planning and key-person benefits
  • Buy Sell Agreements
  • 401k, SEP, SIMPLE and Retirement plans