A man with glasses, a beard, and a shaved head smiling outdoors in front of a building with large windows.

Successful Entreprenuers

Profile of Typical Successful Entrepreneur We Work With

  • Owns an established, highly successful business

  • Respected in the business community

  • In business for more than ten years [five years in 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

  • 401k, SEP, SIMPLE, Pension and Retirement plans

  • Protection Planning and key-person benefits

  • Buy Sell Agreements

  • Exit Planning