Businesses run better with a purpose. It gives you the confidence to make decisions around working capital, human capital, and strategic initiatives. Purpose emerges from the owner’s desire, their family’s vision, employee relationships and the community served.
Grow
Sustain
Transition
Exit
We engage business owners throughout the company’s lifecycle to provide targeted solutions aligned with their defined purpose. We collaborate with their team of advisors and our network of professionals to bring specific expertise to the table. Our goal is to allow owners to remain focused on their company while we implement their desired strategies.
The Owner and Their Family
Build a foundational family plan.
Understand
- Family Dynamics
- Family Values
- Financial Condition
Define
- Long-term vision for the family through the lens of both the owner and spouse
Analyze
- Different paths to achieve family success while accounting for areas of risk and points of friction.
The Business
Align the business with the family’s vision
Cash Flow Management
Owner Dependence
Management Structure
Business Valuation
Exit Strategy
Employees
Tailor benefits to maximize value for employees and company
401(k) and SIMPLE IRA Plans
Cash Balance Pension Plans
Non-Qualified Executive Compensation
Group Health
Group Life & Disability
Dependent Care Assistance
Education & Financial Planning
Retirement Transition
LEGACY
Transition to the next phase of life
Family Succession
Business Sale/Transition
Wealth Management
Philanthropy
Wealth Transfer
New Ventures
