Customized For Business Owners

Small business owners have a unique financial picture and require a customized approach to wealth building and asset protection. Through the years we have used our exclusive system and our team of experts to help small businesses overcome four key challenges:


Putting the systems, employees and processes in place to build a saleable business and managing the finances to keep everything on track. For more assistance in implementing the Accumumlation phase for your business contact our business advisors at


Find the buyer, determine a fair value, negotiate and implement the sale and transition the business and customer base to the new owner.


Post sale-wealth protection, smart decisions about finances, adjusting to life without the business, keeping value in life, maintaining health, etc


Charity, passing wealth, values & intentions on to family, avoiding family division, agreeing on who will lead and who will follow, etc