facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Small Business Advisory

Navigating the Road to

Small Business Success Together  

Small Business Advisory

From initial business launch through to preparing to sell a company, business owners require regular strategic guidance to stay on a healthy financial path.

Perhaps you’re a new business owner, or you’ve spent years investing time and energy, and ingenuity to grow your business. We can help you create a strategy – or refine an existing one and then execute on your behalf.

In the process, we’ll lead you through a handful of essential decisions that can transform your business into the valued asset you need it to be. We’ll apply our experience and expertise to create a disciplined financial plan that reflects the complexities of your situation — including tax and investment strategies for your future succession or retirement.

Eight Areas of Focus for Business Owners

Discovery and Business Analysis

We embark on a discovery period to fully understand your business and identify areas for financial opportunities.

Evaluate Corporate Structure

We will work with your CPA and Attorney and evaluate the effectiveness and benefits of your corporate structure.

Types of Retirement Plans May Include:

  • 401(K) Retirement Plans
  • Defined Benefit Pension Plans
  • SIMPLE IRA Plans
  • Profit Sharing Plans
  • Cash Balance Pension Plans
  • SEP IRA Retirement Plan


We will monitor the evolution of your business and continue to find appropriate solutions designed to meet your ever-changing goals.

Optimizing Retirement Plans for You and Your Business:

We will help identify different types of retirement plans that make sense for your business and what their potential benefits are.

Cash Flow Analysis

We will review your financial statements and coordinate with your CPA to determine any opportunities to implement financial planning strategies.

Finalize and Implement:

We will communicate with your CPA and Attorney to help implement the appropriate strategies.


We will partner with your CPA and Attorney to explore exit options that may suit your needs and outline a plan of action.

What Are Your Biggest Goals In Life?

Let’s Work To Achieve Them

Get In Touch