Business Owner Strategic Planning
Turning Business Decisions Into Long-Term Personal Leverage
Align business growth decisions with personal financial goals and long-term outcomes
About This Service
For the owners we serve: entity and QSBS structuring, S-corp reasonable-comp (and, where applicable, a PTET election), accountable plans and the Augusta Rule, retirement-plan design that can shelter six figures a year (Solo 401(k), SEP, safe-harbor, and cash-balance plans), and exit planning started years before you need it.
Who This Is For
- You own or operate a growing business
- Your business is central to your wealth
- You want alignment between business and personal goals
- Your personal and business finances feel disconnected
What's Included
- Entity & QSBS structuring
- S-corp reasonable comp (PTET election where applicable)
- Accountable plans & the Augusta Rule
- Retirement-plan design: Solo 401(k), SEP, safe-harbor & cash-balance plans
- Personal–business balance-sheet alignment
Frequently Asked Questions
We're adding FAQs for this service soon. In the meantime, browse all FAQs or ask us directly.
A Client's Experience
A founder of a $7M-revenue professional services firm had accumulated $3M in business equity but only $400K in personal retirement savings. Over four years, we implemented a cash-balance plan, restructured his compensation to optimize payroll taxes, and built a disciplined personal investment program. By the time he began exit discussions, his personal net worth had grown to $2.1M — separate from the business proceeds.
These are hypothetical scenarios for illustrative purposes only and do not represent actual clients or results. Past outcomes do not guarantee future results.
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