Small Business Planning

You may own a small business, and this adds pieces to your financial puzzle. We’ll help you put the pieces together.

As a small business owner, you need a framework to help you manage both your personal and company finances, reduce taxes, increase business valuation and ultimately create more personal wealth.

We’re here to assist you with:

  • New business setup — LLC, S-corporation, C-corporation, partnership or sole proprietor

  • All defined contribution plans, including SIMPLEs, SEPs, 401(k)s and profit-sharing plans

  • Defined benefit pension plans

  • 409(a) deferred compensation plans (DCPs)

  • Supplemental executive retirement plans (SERPs)

  • Buy/Sell planning

  • Business continuation planning

  • Accounting outsourcing (payroll, bookkeeping, and taxes)

  • Owner & key employee planning

  • Key person life insurance

  • Succession planning (planned and unexpected)

Let’s get started: