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)

Financial Strategies for the Small Business Owner

If you’re a small business owner, you know the drill: You likely work long hours (in excess of 50 hours per week) and wear many hats (from sales and marketing, to website design, to product developer, and so on).

One hat you don’t have to wear? That of financial planner or advisor. Outsourcing your financial strategy and the tasks that descend from it can be advantageous in terms of building and safeguarding your wealth, and even ensuring you are optimizing your finances for tax purposes. 

Here are a handful of the financial strategies you should work with a financial advisor to incorporate at every step along your entrepreneurial journey.


Man in blue shirt pointing at graph with pen

Succession Planning for Your Small Business

It’s possible you’ve thought about what will happen to your business when you retire or exit for other reasons. But have you formalized a plan for succession? Here’s when and how to get started.

We get it: As a small business owner, you have many things commanding your attention, and you may be more concerned about this quarter’s numbers than who will control your business years from now. But just as planning for current revenue goals is important, so is making an intentional plan about what will happen with your business when you’re no longer at the helm.

To help you get started, we’ve created a list of some of the most common mistakes we see when it comes to succession planning.


Let’s get started: