Business Owner

Are you sick of going to five different professionals who aren't communicating with each other about your business? 

You can't strategically plan in five different silo's: be it corporate benefits, tax mitigation, your business attorney, etc.  You need a quarterback that can consult on these things and coordinate with other professionals when needed.

Connor and his team have a strong presence and love for assisting local and national Business Owners in planning tax efficiently and mitigating risk, while maximizing the value of their businesses and employee experience. 

From trade businesses to service business, we do it all. Risk planning, employee retention, executive compensation, and tax-efficient planning.  There's a better way and we're here to help.

Please, reach out!

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

Close up of a man and two women business planning