Business Owners

We help business owners with their corporate retirement plans – 401(k), Profit Sharing, Cash Balance, Simple IRA, and SEP IRA. We work with the leadership team to reduce costs and fulfill the fiduciary duty of the business.

In this world, nothing can be said to be certain except death and taxes – Benjamin Franklin. While this may be true, we work really hard to present ideas that help business owners keep more of their hard-earned money.

Many times, a traditional retirement plan is not enough. Businesses may use nonqualified compensation plans to recruit, reward, and retain their key employees.

If you are a business owner, it is highly likely that you will at some point want to develop a plan to ensure the business continues after your death. Whether you want to keep the business in the family or would like to maximize the sale of your business to new owners, we are here to help you pass the business in the most tax-efficient method possible.

With two decades of experience in business transitions, we are a trusted resource for business owners as they navigate the sale of the company. We have broad experience in consulting on pre-liquidity planning, tax considerations, deal execution, and post-deal wealth management issues.