Who We Serve

Business Owners

Practical guidance for owners at every stage—pay yourself tax-aware, protect your people, grow enterprise value, and get exit-ready on your terms. From cash flow and compensation design to insurance, investing, and legacy, we help you build a business that supports life.

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Services

Business Owners — Build Enterprise Value with Confidence

For startups, growing companies, and established firms—cash flow clarity, tax-aware structures, protection of key people, and exit readiness when it matters most.

Fractional CFO & Cash Flow Advisory
Financial clarity on demand
Corporate Tax Optimization
Reduce tax drag, keep momentum
Executive Compensation Design
Reward smart, retain talent
Corporate Insurance & Risk Programs
Protect people and enterprise value
Corporate Insured Retirement (CIRP)
Build future optionality
Immediate Financing Arrangement (IFA)
Liquidity without losing the long game
Succession & Exit Readiness
Transition on your terms
Group Benefits & Health Spending Accounts
Protect people, strengthen culture
Corporate Investing & Treasury Management
Make idle cash work—safely
IPP & RCA Review
Owner-focused retirement options
Founder Insurance & Shareholder Alignment
De-risk the “what-ifs”
Philanthropic & Corporate Giving Strategy
Impact with intention
Startup Readiness: Banking, Grants & Cap Table
Strong start, fewer surprises
Owner Cash Flow & Debt Strategy
Breathing room for you and the biz

Insights for Business Owners

Playbook
Cash Runway: Build a 12–24 Month Forecast
Template + walkthrough
Read
Guide
Holdco, CDA & Surplus Cash: A Practical Overview
5-minute read
Read
Article
CIRP Explained: Corporate Insured Retirement, In Plain English
4-minute read
Read
Article
IFA Basics: When Immediate Financing Arrangements Fit
4-minute read
Read
Framework
Owner Pay: Bonus, Salary or Dividends?
Decision framework
Read
Checklist
Buy–Sell Agreement: 12 Funding Questions
Downloadable checklist
Read
Playbook
Corporate Investing: Liquidity Tiers for Surplus Cash
3-minute read
Read
Guide
IPP & RCA: Owner–Manager Retirement Options
Explainer + pros/cons
Read
Article
Exit Ready: 9–18 Month Prep Timeline
Owner’s timeline
Read
Tip
Benefits That Retain: HSA/WSA in Plain Language
2-minute tip
Read
→ View all insights
Your Next Step

Financial freedom starts here.

Ready when you are.

Book a complimentary 20-minute consultation. We’ll map immediate priorities and outline a strategic plan tailored to you.

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