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Being a small business owner is fun and challenging, but never easy.

"Proper planning is one of the most important factors for Business Owners, given there are so many elements to consider. As small business owners ourselves, we understand the unique struggles.  The unknown can often do the most harm. Adding us to your team of professional advisors, creates a cohesive group, examining your situation from various angles, having the same goal, to see you and your business succeed."                                                             - Dennis Grinestaff

If you are like most business owners, you are consumed with the day to day responsibilities of your business often skipping one of the most important steps, developing a solid financial plan.

We can help clarify your financial picture, pinpoint trouble spots early, and optimize your business for growth.

Whether you are just starting a business or already running one, there are a number of common concerns shared by entrepreneurs.

A well planned strategy can take you and your business to the next level. Contact us to help develop a well planned strategy designed to help take you and your business to the next level!

Attract and Retain Employees

We will discuss:

  • Which retirement plan is the best fit for you and your employees.
  • Ways to improve your benefit package offerings.
  • Additional benefits for key employees.
  • Providing financial education to your employees to empower them to be financially fit.  Aiding in the financial security of your employees make for a more confident, less stressed and more productive employee.

Planning for Business Succession

We help you answer the following questions:

  • What will happen to my business and my family in the case of a premature death or disability?
  • What is the best way to fund my Buy/Sell agreement?
  • How can I transition my business to a family or key employee as I transition into retirement?
  • How will I sell my business when the time comes?

Build, Protect and Transfer Wealth

We facilitate conversation focusing on:

  • Your personal financial needs.
  • Managing your personal and business taxes.
  • Minimizing the impact of estate taxes on your family.
  • Equalizing the inheritance for children participating in the family business and those who are not?