Build a business that pays you twice.
Once while you run it, and again when you step away. We help you keep the people who make it valuable and plan the day you leave.
Every owner has them, whether they know it or not.
Keep your best people and land your next rockstar.
Losing a key employee costs far more than their salary: recruiting, training, and the work that stalls while the seat is empty. We design benefits that reward people for staying.
Exit like a boss.
Businesses need to show profits for 5 years, so put that money to work building a structure that protects your proceeds & launches your next chapter.
Stay steady through every change.
Stability is the table stakes of any strategy. Owners step back, partners move on, and key people leave or can't come in. We plan for those moments before they happen, so the business keeps running and the people who count on it aren't left guessing.
Companies under 100 people.
Big enough to have real people depending on you. Small enough that every decision is personal.
Medical & dental practices
Keep the clinicians and staff your patients ask for by name.
Founders & tech companies
Compete for talent before you can match big-company salaries.
Trades, manufacturing & service
Plan the hand-off of a business you built with your hands.
Teams of 1099 contractors
Help people who have no 401(k) and no benefits plan for themselves.
A financial education workshop for your people.
Most employees and contractors have never had a plain-English conversation about money. We'll bring one to your team, on your schedule. It costs the business nothing.
- How money grows, and what slows it down
- Saving first, before the rest of the paycheck
- Planning when there's no employer plan
- Questions answered, no sales pressure
We work alongside you. Never around you.
Bring us in when a client needs structure beyond the return or the contract. We'll keep you in every conversation, and we'll send clients your way when they need what you do.
Start with your biggest asset.
Thirty minutes about your business, your people, and your exit.