Growth planning and solutions

Owner Integration Strategy

Our Owner Integration Strategy brings together your business and personal financial planningโ€”so every decision supports your goals, growth, and long-term clarity.

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OVERVIEW

Align your personal and business finances

Your business is more than just an assetโ€”itโ€™s deeply connected to your personal goals, income, lifestyle, and legacy. Our Owner Integration Strategy helps entrepreneurs create a cohesive financial approach that merges their business value with personal planning, so nothing is overlooked and everything works in sync.

Built for Owner-Led Enterprises

This service is designed for founders, managing partners, solo entrepreneurs, and closely held businesses where personal and business finances are deeply intertwined. We help you move beyond ad hoc decisions and create a clear, strategic frameworkโ€”so your personal wealth, tax planning, and exit strategy are connected from the start.

Business Account Features

  • Tax-efficient owner compensation modeling
  • Custom Solo 401(k), SEP IRA, or Defined Benefit Plan integration
  • Entity-level retirement contribution strategy
  • Business-owned life insurance design
  • Tax-aware investing using business and personal accounts
  • Optional owner disability, key person, and succession protection
  • Proactive collaboration with your CPA and legal team

Is It Right for You?

Owner Integration is built for business owners who want to bring order and purpose to the way their company supports their personal wealth. Rather than treating the business and personal finances separately, we help you unify them into a single, intentional framework.

  • Your business income drives most of your personal wealth
  • You want to reduce tax burdens across both business and individual returns
  • You need a strategy for extracting profits or equity methodically
  • You’re unsure how to coordinate entity type with retirement and estate goals
  • Youโ€™re approaching a sale or succession but havenโ€™t mapped your next steps

Key Benefits

By aligning personal and business planning, Owner Integration delivers more than just convenienceโ€”it creates clarity, efficiency, and better long-term outcomes. This strategy turns fragmented decisions into coordinated progress.

  • Unified strategy for income, taxes, investments, and estate
  • Clear guidance on how and when to take distributions or salary
  • Planning aligned with S-Corp, LLC, or C-Corp structure
  • Coordination of business accounts, benefits, and personal goals
  • Confidence in decision-making across both sides of your balance sheet

Fees & Expenses

Owner Integration Strategy is offered either as a standalone engagement or bundled with our comprehensive advisory model. Pricing is customized based on the scope of integration and is typically structured as a fixed fee or annual retainer. All fees are disclosed in advanceโ€”no hidden charges, and no requirement to purchase products.

One business. One life. One plan.

Letโ€™s connect the dots between your business and your future.

global advisers owner integration strategy

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800.832.8514

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