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Business Owner Advisory
Build and Safeguard Your Business
Running a business thrives on passion, but smart planning fuels success. We help business owners like you explore insurance and financial solutions designed to protect your growth and navigate the complexities of ownership. Let's discuss how we can empower your vision.
Enhanced Financial Stability
Managed Investment accounts can help diversify the business's assets, reducing reliance on a single revenue stream. This diversification can provide a more confident financial outlook, making the business more resilient to market fluctuations and economic downturns.
Business Succession Planning
Secure Your Legacy & Your Employees' Future.
Let’s be real—running your business is exhilarating and exhausting. You’re the visionary, the problem-solver, the one who keeps it all moving. But here’s the uncomfortable truth:
Studies indicate that almost half of all family business collapses are caused by the owner's death, underscoring the critical need for proactive succession planning.*
That’s not just a threat to your wealth. It’s a risk to your legacy, your employees, your family, and everything you’ve sacrificed for.
The good news? This can be prevented—if you plan for it now.
You didn’t build this business just for income. You built it to:
- Provide freedom and opportunity for your family
- Create something that outlives you
- Support your team and your community
But without a succession strategy, retirement plan, or exit roadmap… all of that is fragile.
We help you to protect it—quietly, strategically, and in a way that fits your unique vision.
Explore buy-sell agreement strategies and key person insurance to build a resilient future for all.
With over 17 years of experience, we are here to guide you toward a confident retirement and business succession plan.
Sources: Harvard Business Review, Benchmark International
Take Charge of Your Retirement
Let’s talk about the elephant in the boardroom: What’s your plan to retire?
One-third of business owners have no retirement plan in place.* If you’re among them, it’s time to stop letting your personal financial needs take a back seat.
"Someday isn’t a strategy."
Don’t spend so much time working on your business that you sacrifice your personal goals and dreams. When you’re ready to sell your business and retire, you may be left without an exit plan. Don’t take that chance. If your business can’t run without you, it’s not a business—it’s a job you can’t quit.
We help you build tax-smart systems, identify successors, and create a transition timeline so you can gradually reduce involvement without losing income or control.
*One-Third of Business Owners Have No Retirement Plan—Do You?
Rieva Lesonsky, www.allbusiness.com