We help business owners zero in on the issues that matter most to their success.


Analyze and implement Employee/employer benefits packages (retirement, life, health, disability)

  • Design and implement strategies to recruit & retain key employees (deferred compensation, stock options, restricted stock, golden handcuff plans, etc.)
  • Design and implement retirement plans 401(k), 403(b), & more
  • Identify and recommend vendor options for retirement plans.
  • Manage vendor relationships. Prepare and manage Requests for Proposal (RFP).
  • Provide fiduciary consulting and oversight.
  • Facilitate employee education, enrollment, and communication.

Plan and execute the sale of your business or transition to passive ownership.

  • Discuss business drivers and business risks.
  • Coach you in methods to protect your business assets
  • Recommend strategies to safeguard against disability or premature death.
  • Evaluate existing life insurance plans, Key Man and Buy-Sell funding.

Develop plans to help you accumulate wealth and plan for retirement.

  • Facilitate orderly estate distribution.


We begin by identifying your business goals and potential challenges. Then we create a step-by-step plan to address your issues and opportunities. 

We welcome the opportunity to collaborate with your established team of business partners and advisors.