Business Advisory

Building and eventually exiting a business you’ve poured years of your life into should be one of the most exciting and rewarding things you ever experience.

However, ensuring that you and your company are prepared for the inevitable challenges along the way is vital to your financial success and peace of mind. By leveraging our years of experience working with entrepreneurs, we can help you navigate the complexities of building a successful business and provide strategic solutions that most one-dimensional firms can’t.

Company Sponsored Retirement Plans

Small business retirement plans can be a great tool for owners looking to maximize employee benefits while also building long-term wealth of their own. Furthermore, many qualified plans can offer significant tax planning opportunities for employers. As part of your team, we can work with you to identify and implement any of the following options that best serve your personal needs and those of your employees:


  1. Traditional/Safe-Harbor 401(k)
  2. Profit-Sharing plans
  3. Defined Benefit Pension Plans

Exit Planning

What will happen to your business when – by choice or accident — you are no longer at the helm? Because many of our clients are involved in family-owned or closely held businesses, the issue of business continuity planning has become an essential part of our practice. We know from experience that it is very important to have a plan in place should something happen to you or another key person in your firm!

In formulating a business continuity plan, we start by engaging in a lengthy conversation to assess your personal situation, understand your retirement goals and determine the best course of action for your consideration. If necessary, an experienced attorney then drafts the necessary legal documents describing your custom-designed business continuity plan.

Ready to get started?