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Who we serve · Business Owners & Executives

Your wealth works overtime. So should your plan.

The business made you successful. A real plan makes you free. Pay, plan design, protection, and the exit, handled together.

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Two sides, one plan

The business and the household, finally in sync.

You & your family

  • Personal cash flow and investing
  • Retirement independent of the business
  • Life and disability protection
  • Estate and legacy planning
  • Kids, college, and the house

Your business

  • Entity and compensation structure
  • 401(k), cash balance, defined benefit design
  • Key-person and buy-sell coverage
  • Tax coordination with your CPA
  • Succession and exit readiness
One coordinated plan, one accountable advisor
Owner-first
personal and business, together
Plan design
401(k), cash balance, defined benefit
Exit-ready
know your number early

The endgame

Every business has an exit. Plan yours early.

Sale, succession, or slowing down, the owners who win are the ones who knew their number years early and built toward it deliberately. We put the number on paper and the structure behind it.

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Where owners win

The three highest-leverage moves.

Equity & Business

Entity, compensation, and succession with a calendar and a reason.

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Retirement Planning

Shelter income now and build the after-the-business life.

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Insurance & Protection

Key-person and buy-sell coverage that actually protects the business.

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“Concentration builds wealth. Diversification keeps it. The art is knowing when to switch.”

Tony Colunga, Founder
Cover of The Owner Exit-Readiness Scorecard

Free guide for business owners

The Owner Exit-Readiness Scorecard.

Twenty honest yes-or-no questions across your household, your business, your taxes, and your succession. Score yourself in ten minutes.

  • The owner-dependence discount, and how to remove it
  • The five household questions that come before the business ones
  • What your score means, and what to fix first
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We'll send the guide plus one useful idea a month. Unsubscribe anytime. No spam, ever.

Take care of you.

Start with a complimentary, no-pressure conversation. Bring one question, get a straight answer.

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