Brian helps business owners get more than they expected from their business. You may have a good operation that is creating a great lifestyle today, but it can do more than that. It can fund your future lifestyle, it can pay for your protection, and it can give you a very intelligent tax position.

What are some of the problems Brian solves for his clients? Here are just a few…

• When businesses haven’t found a way to fund a buy/sell agreement, a sale becomes difficult, if not impossible. Brian finds corporate insurance products that can fund the transfer with proceeds from the business itself.
• A business can create a great lifestyle, but it can also fund your future lifestyle even after you’ve stopped working or sold the business. Brian brings investment approaches that respect the very unique requirements of business owners and their families.
• It’s pretty common that much of a business owner’s wealth is inside their business – that’s like only investing in one asset class and can create risks that are unnecessary, and difficult to recover from if things go sideways. Brian helps business owners use other corporate asset classes that are extremely tax-smart and can be funded entirely by the business.
• Protecting your family in the event of a tragedy is critical, it’s also key to protect the business. In the event of the death of a business partner (including you), the business should be equipped to purchase the shares from the deceased partner’s estate. Without a properly funded company insurance policy, it can be difficult, if not impossible for the business to buy its shares back.