For business owners
Build something that keeps growing
Know what the business is worth, fund what it is growing into, and build a package good people stay for — with the protection that keeps all of it standing when a year goes sideways.
Your business is the centre of the plan
Valuation, protection, benefits, financing and tax are one picture, not five errands. Start with whichever is most pressing — it still fits the rest.
- Your business, at the centre of the plan
- Company valuation
- Cash flow and tax
- Credit and financing
- Employee benefits
- Workplace savings plans
- Key people covered
- Buy-sell agreements
- Exit and succession
- Growth needs footing
- Capital, valuation and protection are the same conversation. Knowing what the business is worth is what makes both the financing and the coverage the right size.
- People are the asset
- A benefits package is a retention instrument. Designed against the market you actually hire in, the same spend buys considerably more staying power.
- The owner counts too
- Most business plans stop at the company. Yours will not — pass-through income, succession and personal protection all move together, so we plan them together.
Six ways in
Pick the one that matches what you are working on. Each opens onto what it covers, how it runs, and what it costs.
- 1 hrs
Business Protection Assessment
We identify the people and accounts the business genuinely cannot run without, then size the protection that keeps payroll moving through the gap.
No-cost consultation - 2 hrs
Business Credit & Financing Analysis
Commercial lending, equipment financing and SBA routes reviewed against your actual books — so you walk into an application already knowing you qualify.
No-cost consultation - 1.5 hrs
Employee Benefits Optimization
We benchmark what you offer against the market you actually hire in, then redesign it so the same spend buys more retention.
No-cost consultation - 1.5 hrs
Business Valuation Consultation
A planning-level valuation you can carry into a buy-sell, a succession conversation or an insurance application — delivered as a written assessment, not a verbal estimate.
$150 consultation - 2 hrs
Business Tax Planning & Preparation
Your 1120, 1120-S or 1065 prepared with K-1s, depreciation and payroll reconciliation — plus the entity-level decisions that lower what you owe next year.
$250 consultation - 4.5 hrs
Complete Business Financial Plan
Valuation, protection, benefits, financing and tax worked through in a single engagement — with your personal picture accounted for rather than bolted on afterwards.
$500 consultation
Planning for your household as well? See what we do for families
Not sure which one you need?
Start the conversation and we will work that out together. Telling us roughly where the business is takes about a minute.
Start the conversation