Business Owners


  • Family-owned and operated business owners in transition
  • Entrepreneurs interested in increasing cash flow, reducing taxes & improving profitability  
  • Owners facing “retirement “and wondering what that means  
  • Owners who will never “retire,” interested in business continuity and long-term financial security  
  • Established business owners planning to sell their business in the next 3-10 years  
  • Owners with children who MAY take over the business someday 
  • Business owners who want to hire, attract, and retain key employees 
  • Business owners seeking growth, expansion, and productivity before & after they exit the business