Business Owner Planning

We specialize in helping successful business owners create financial balance and purpose, driven by their own vision of the future. Business owner planning is very different than traditional personal financial planning, and thus brings to the forefront a whole new universe of financial opportunities for affective change that can drive the business, the owner and their family to new levels of success.

From necessary partnership agreements and golden handcuff contracts, to the complex transfer of assets to family members outside of the enterprise, we specialize in planning for the unique planning circumstances that face every business owner at every stage of their business development process.

It is our goal to simplify the business owner planning process to its essence empowering business owners that work with us to do what they do best, make sound and appropriate decisions to move their enterprise and their financial situation forward.


Our services in this area include, but are not limited to:

  • Business Exit Readiness
  • Owner Dependency Index
  • Solvency Analysis: Where the business is today
  • Business Partner Assessment and Goals
  • Buy or Sell Analysis
  • Business Continuation Planning
  • Key Player Contingencies
  • Personal Economic Impact Assessment
  • Family Business Viability Plans


Business Exit Readiness Index™

The Business Exit Readiness Index (BERI) Survey is a survey tool for business owners to know how ready they are to exit their business.

BERI Survey