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What you'll leave with
A plan on one page, not a pitch.
No cost, no obligation, and nothing to prepare. We talk about your business, your family, and what you want the next ten years to look like. Then I put where you stand onto a single page and you keep it, whether or not we work together.
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The full two-page PDF, including how to reach me. We will email you a copy as well.
Keep Reading
From the blog
August 18, 2026
When Your Business Won't Sell and You Still Need to Retire
Yes, you can retire even if the business doesn't sell - but it requires shifting the plan from "wait for sale proceeds" to "build income that doesn't depend on the sale." That typically means maximizing retirement account contributions while you're still running the business,...
Read MoreAugust 17, 2026
Is Your Business Big Enough for Private Equity to Care?
The short answer: Most private equity firms look seriously at businesses with at least $750,000 to $1 million in annual EBITDA , and a genuinely competitive multi-buyer process typically requires $2 million or more. But EBITDA threshold alone is not the full answer.
Read MoreAugust 14, 2026
How Much Salary Should an S-Corp Owner Pay Themselves
An S-Corp owner should pay themselves a salary equal to what they would pay a qualified employee to perform their exact job - no more, no less.
Read More