For Business Owners

Business owners face a unique career path and are faced with a specific set of decisions. They cannot rely on employer benefits but must create their own, and are faced with dilemmas such as investing back into their company or setting aside additional savings.

Together with our partners at Lucas Group CPAs + Advisors, we work with business owners to answer questions such as:

  1. How should I structure my business for the greatest personal and tax benefits?
  2. What kind of executive compensation and perks can I give myself?
  3. What employee benefits would be advantageous to myself and my employees? 
  4. What should I be looking for or be aware of when purchasing another business?
  5. How can I balance reinvestment and growth in my business with other forms of savings and investment?
  6. How can I structure my business exit so that I can afford to retire?