The Questions Every Business Owner Eventually Asks...
"How much do I really need from the sale of my business to live the life I want?"
"What are my exit options and how do I keep more of what I’ve built from going to taxes?"
"Am I personally and financially ready to step away?"
"What will life after business actually look like for me?"
"Am I saving enough or am I guessing?"
"How do I protect my family, my wealth, and my future?"
Big questions. And exactly what we help you answer.
What You Get When We Work Together
Every business owner’s situation is different. That’s why we start with a Financial Plan built entirely around you and your business.
This isn’t just about numbers on a spreadsheet. It’s about helping you get clarity on where you are today, what’s possible next, and how to get there without guessing.
By the end of this process, you’ll walk away with:
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A personalized Financial Plan
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A detailed Business Assessment
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Clear recommendations for protecting, managing, and growing your wealth - both inside and outside your business.
Engagement 1: The Financial Plan & Business Assessment
Investment: One-time fee starting at $3,600.*
Half of the fee is due when we begin, and the other half is due when we deliver your plan and recommendations.
This 3-month engagement is designed to give you clarity, confidence, and a clear roadmap forward whether you’re selling your business soon or just starting to think about life after business. As part of this process, we’ll ask for key financial documents — tax returns, business financials, and anything else that helps us fully understand your unique situation.
We cover the following topic areas:
Business Planning
Most owners are so busy running their business... they never get to work on it.
We’ll help you uncover what’s working, what’s holding you back, and how to strengthen your business so it’s more valuable, whether you sell next year or stay in it for 10 more.
Cash Flow
If you don't know where your money goes it’s hard to feel in control.
We’ll help you simplify your cash flow, understand where money is coming from (and going), and build a plan so your business and personal finances actually work together.
Income Planning
Your money should work as hard as you did to earn it.
We’ll help you build a plan to turn business proceeds and savings into reliable, tax-smart income so you can enjoy life after business without wondering, “am I doing this right?”
Risk Management
Hope isn’t a strategy.
We’ll help you identify risks that could disrupt your life or business and create a plan to protect what matters most. Family. Employees. Assets. Legacy.
Not just insurance. Real risk management.
Life Planning
You didn’t build your business just to stay stuck in it forever.
We help you figure out what life looks like after business and build a plan that lets your business serve your life, not the other way around.
Whether it’s more time with family, hobbies, travel, or just peace of mind, we’ll help you create freedom on your terms.
Estate Planning
Your success shouldn’t create stress for your family.
We’ll help you structure your assets, inside and outside the business, so your wealth protects and provides for the people you care about most.
Even in emergencies. Even long after you’ve stepped away.
Tax Planning
Taxes are probably your biggest expense.
We help you keep more of what you’ve built by finding every available strategy to lower taxes before, during, and after your exit.
Less to the IRS. More to your future.
Investment Management
Your investments should support your life. Not stress you out.
We’ll manage your portfolio with a plan built around you, your goals, your time horizon, and your life after business.
Simple. Intentional. No cookie-cutter stuff.
Once your plan is complete, we’ll walk you through everything step-by-step showing you exactly where you stand, what’s possible next, and how to move forward.
From there, you’ve got options.
→ You can take the plan and run with it on your own.
→ Or you can keep working with us for ongoing advice, guidance, and accountability as life and business evolve.
Engagement 2: Ongoing Guidance Built Around Your Life
Ongoing Planning & Advice: Starting at $300/month*
Life happens. Business changes. Your plan should too.
If you choose to keep working together after the initial plan, we’ll be there to help you adjust, implement, and make decisions as life and business evolve.
This is where long-term clarity and accountability happens.
No contracts. No pressure. Just a trusted partner in your corner.
Things Business Owners Ask For Help With (All The Time)
- Planning for life after the busines
- Structuring a tax-smart business sale
- What to do with money after a sale
- Exit & succession planning
- Making smart investment decisions
- Buying or selling real estate
- Reducing taxes year after year
- Protecting family & legacy
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Building an income plan that lasts
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Connecting with vetted professionals (CPAs, Attorneys, M&A Advisors, Value Growth Experts)
* Pricing may be higher for more complex situations (legal entities, private investments, multiple properties, etc). We’ll always provide a final quote before starting an engagement.
What Working Together Looks Like:
Strategic Reviews
Real life doesn’t happen once a year.
We meet with you at least 4x per year to update your plan and anytime life throws a curveball. We’re just a Zoom, phone call, or email away.
Online Financial Dashboard
See everything in one place.
You’ll get access to a personalized online dashboard that organizes your entire financial life so you always know where things stand.
Proactive Collaboration & Coordination
We help get stuff done.
We’ll coordinate with your team of professionals (CPAs, Attorneys, etc.) to keep things moving forward so action items don’t collect dust.