Business Planning

Supporting your journey.

Owning a business means you have an exceptional amount of financial and personal matters to manage. Your path to your goals and dreams is often self-supported. With expertise in both financial and business planning, we can support your unique journey.

Our services include:

  • Audit and analysis of your current business structure
    • Buy-sell agreement planning
    • Qualified retirement and executive compensation packages
    • Employee benefit coordination
    • Business financial forecasting
  • Profit-first analysis
    • Identification of your financial objectives
    • Growth strategy and planning financial objectives
  • Exit planning
    • Guidance from our in-house Certified Exit Planning Advisor
    • Integration of your business, personal, and financial goals into one strategy
    • To learn more about the Exit Planning Institution click here
  • Employee benefits
    • Connections to trusted providers
    • Analysis of profit sharing and other equity compensation solutions

401(k) services

Your company’s 401(k) plan should meet your needs as well as those of your employees. Determining which plan is right for your business—and how to implement it—can be overwhelming. If you have a plan in place, it can be difficult to know if it’s truly working for you.

Whether you have an existing 401(k) or are looking to get one started, we can help you establish a long-lasting benefit.

Have an existing 401(k) plan?

A complimentary 401(k) audit will show how your current costs and participation compare to industry averages for companies with similar size. We’ll also make sure the plan is structured to meet your needs as well as those of your employees.

Our 401(k) services include:

  • Complimentary 401(k) audit (for existing plans)
  • Employee engagement strategies
  • Facilitation of fiduciary responsibilities in partnership with recordkeepers and administrators
  • Compliance education (keeping you up to date on current rules and regulations)