Business Advisory
This is the intersection where business planning, personal planning, investment management, and tax planning all come together in one clear, unified approach. We connect the dots across every area of your life and business to create strategies that work seamlessly together.
Exiting your business isn’t optional — it’s inevitable.
The only question is whether it’s on your terms.
For most business owners, your company isn’t just a source of income, it’s your largest asset. It holds the bulk of your net worth, yet it’s illiquid and highly vulnerable to change. That creates real risk.
Running a business is a whirlwind of shifting priorities and urgent demands. It’s easy for long-term planning to end up in the “junk drawer”; that mental place where things go to be dealt with later. But later often becomes too late, especially when an unexpected event like illness, burnout, or an unplanned sale forces action.
Here’s the thing: exit planning works best when you don’t need it urgently. Ideally, you start thinking about your exit 3–5 years (or more) before any transition. That gives you time to optimize your business, reduce risk, and grow its value.
Even if you love what you do and plan to work forever, life doesn’t always go according to plan. Health issues, partner disputes, or unsolicited offers can happen anytime. Having an exit plan gives you options and leverage.
That’s where we come in.
What we do.
Most advisors look at your business or your personal finances. We don’t believe in “or.” We see the whole picture and more importantly, how one side affects the other. Our work includes protecting the wealth you’ve built, evaluating selling and succession options, uncovering the most tax-efficient strategies, and designing a personal plan for what comes next – whether that’s expansion, retirement, or leaving a legacy.
Think of us as the team that finally cleans out the “junk drawer” of your business and personal world; not in a crisis, but on your terms. We bring order to the chaos, revealing opportunities that most overlook.
Business Exit Planning
Exit planning is the process of preparing a business owner to successfully transition out of their company; whether that’s through a sale, passing it to family, merging, or simply winding things down.
But it’s more than just a business transaction. Done right, exit planning aligns three critical areas:
- Business Readiness – Is your company actually attractive to a buyer or successor?
- Financial Readiness – Will the sale or transition fund the next chapter of your life?
- Personal Readiness – Are you ready to let go, emotionally and practically?
Exit planning isn’t just about the sale. It’s about control. About creating optionality. About not waking up one day with no clear path forward. We help you prepare early, so you can move quickly — or confidently wait — when the timing is right.
We act as your lead advisor, your strategic quarterback. No hand-offs, no repeating yourself, no more misaligned advice from a patchwork of professionals.
Exit planning isn’t just “one more thing” on your to do list. It’s the thing that can supercharge (or derail) your long-term financial plan.
We bring it all together.
Before you make the biggest decision of your business life, ask yourself: Who’s showing you the full picture?
Selling a business isn’t just a transaction. It’s a turning point. Should you sell to a strategic buyer? Hand it to your team? Take on investors? We walk you through every path without bias, using clear, practical language — not jargon, not pressure.
While others give piecemeal advice, we connect the dots. We align your lawyers, accountants, and other advisors under one coordinated strategy; it integrates both your business and personal goals. No silos. No confusion. No missed opportunities.
Our job is to protect your future while unlocking the value you’ve spent a lifetime building. We guide the process so you stay in control, informed, prepared, and confident every step of the way.
Success Stories
Where strategy meets results, clarity turns into action and planning drives measurable progress. It’s not just about having a plan, it’s about making sure it delivers. These success stores highlight how can help businesses and their owners.
Mark
Discover how we helped a business owner unlock hidden value through a strategic share freeze and tailored financial planning. By integrating business valuation, tax-efficient structures, and coordinated collaboration with M&A advisors, we crafted a clear path to retirement — maximizing tax savings and protecting the legacy. Read the full case study to see how a holistic approach turns complex transitions into confident decisions.
Sue and Sam
What if your retirement plan could also unlock a major tax advantage when you sell your business? In this success story, we show how an Individual Pension Plan allowed a business owner to clear out passive income, meet the requirements for the Lifetime Capital Gains Exemption, and build long term retirement wealth — all without needing to withdraw funds or trigger personal taxes. It is a strategic solution that aligned both business and personal goals at a critical stage.
Don
What happens when a business owner wants to step back without selling out? In this success story, we explore how an Employee Ownership Trust became the ideal solution — preserving the company’s legacy, rewarding loyal employees, and creating a smooth and tax efficient exit strategy. It is a story of alignment, transition, and long term value told through real outcomes.
TBD
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