Our exit planning services include valuation support, owner integration strategies, and coordination with legal and tax professionals. We help you build a strategy that prepares for ownership transitionโwhether you’re selling, retiring, or passing the business on to family.
We provide risk-mitigation solutions including key person insurance, buy-sell agreement advisory, business overhead coverage, and trustee services. These services are fiduciary-aligned and help ensure your business remains stable through unforeseen disruptions.
Absolutely. We advise on executive compensation structures such as stock options, RSUs, deferred compensation plans, and bonus arrangementsโensuring alignment with tax strategy, retention goals, and succession planning.
Yes. We provide treasury and cash management strategies that help businesses deploy idle cash more efficiently. This includes fixed-income investing, short-term liquidity planning, and custom portfolio management for business reserves.
We offer integrated financial advisory services for business owners and executives, including investment management, cash flow planning, executive compensation strategy, business protection, succession planning, and estate coordination. Our solutions are designed to align personal and corporate goals.
No. We operate as an independent advisory firm. Our compensation model is transparent and fee-based, ensuring that our guidance is objective and free from sales incentives.
Yes. We believe employee engagement is critical. We offer education sessions, one-on-one meetings, and digital resources to help employees understand and make the most of their retirement benefits.
Absolutely. We offer plan benchmarking, fee analysis, investment lineup reviews, and fiduciary oversight to improve the structure and performance of your existing retirement plan.
There is no strict minimum. We work with solo entrepreneurs, small businesses with just a few employees, and larger organizations. We help determine what plan fits your current size while planning for scalability.
Yes, we serve in a fiduciary capacity when managing retirement plans, meaning we are legally and ethically obligated to act in the best interests of plan sponsors and participants.
Yes. We assist with plan design, vendor selection, onboarding, investment selection, employee education, and ongoing oversight. We also coordinate with recordkeepers, third-party administrators (TPAs), and CPAs to streamline the process.
We conduct a needs-based assessment that considers your business structure, employee demographics, tax situation, and growth objectives. Our goal is to recommend a plan thatโs both cost-effective and aligned with your long-term goals.