Business Planning

Financial planning for owners of closely held or family owned businesses is a uniquely complex discipline. For many owners, the business often represents their single largest asset. It takes experience, as well as expertise to properly plan under such circumstances.

We assist our business-owner clients with developing strategies to protect their most valuable asset, and with planning for all of their other goals and needs.


We address the question of what should happen to the business in the event of death, disability, retirement, or sale. The strategies we implement can provide owners and key employees the ability to maximize liquidity events or to plan for the smooth succession of the business. In addition to addressing business succession, in concert with their other advisors, we look at the associated tax planning, estate planning, and asset protection planning scenarios for our clients.

We assist our business owner clients with compensation strategies to help attract and retain key employees, as well as with the design and implementation of qualified and non-qualified retirement plans, and other employee benefits.

Through our state-of-the art financial planning platform, we offer PFG Advisors Wealth Solution – Platinum,  a comprehensive fee-based financial planning solution for business owners.


The tenacity to turn small ideas into big ones