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For All Your Small Business Needs

We work exclusively with family-owned and operated businesses to help our clients strike the perfect balance between the needs of the business and those of their family. Small business owners often face conflicting priorities - no one understands that better than another small business owner!

Our consultative approach to wealth management seeks to uncover opportunities and risks facing you on every level to protect, guide, and enhance your path to financial success. We focus on helping our clients as they seek to:

  • Manage business debt and cash flow
  • Facilitate business expansion and financing
  • Implement employee retention strategies
  • Evaluate retirement plan options
  • Manage personal and professional risk 
  • Minimize income tax impact
  • Develop and implement succession plans

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Creating Effective Partners and Alliances

Learn the art and science of choosing a business partner and guidelines for maintaining a successful partnership. 1-362508

Diversifying Outside of the Business: Strategies for Small-Business Owners

With fortunes tied to the success or failure of one business in one industry, business owners are exposed to heightened levels of investment risk. 1-362509

Exit Strategies for Entrepreneurs

One of the hardest tasks for business owners is facilitating to smooth a transition when they are ready to leave or retire. Learn some effective exit strategies. 1-362517

Growing Pains: Structural Considerations for Growing your Business

For a small business to become a large business, structural changes in three areas are required: organizational structure, policies and procedures, and systems/technology. 1-362541