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  • "LIFTed" Business Advisor

    Legal, Insurance, Financial, and Tax Planning for Long-Term Success

    Your legacy includes the work you do and how it supports your family, for many generations to come. You are not in business simply for the money, but for the impact you are leaving in the world. With our LIFT (legal, insurance, financial, and tax) planning model, we help you do things the right way and know that your family and your business are taken care of, without you being the one who has to do it all.

The Importance of LIFTed Planning

60% In Lost Sales After A Business Owner Dies

You as the business owner are the glue that holds your business together. Without a solid plan in place for your business to outlive you, you can expect sales to dip by at least 60% after you pass. Your family and your business likely cannot weather such a downward swing.


25% of Business Owners Successfully Leave Their Business To Their Family

Sadly, of the two-thirds of small business owners in the U.S. who want to pass their business to their family, only about a quarter of them are actually successful. The other 3/4 simply did not do the right planning, or any planning at all.


100% Of Business Owners Stop Being Owners Eventually

We know that you will exit your business, but what we do not know is exactly how or when that will happen. When it does happen, it could compromise the whole financial foundation you have built, unless you have done proper planning so you can sleep at night.


Our Approach

Whether you have a new or existing business, our approach helps your days run smoothly so you sleep better at night.

Our Three-Step System

 Our unique LIFT process helps reveal gaps in your business foundation so that you can make better business decisions.

What We Do

Create a business plan that is thoughtfully packaged into customizable options for you and your family.

Frequently Asked Questions

Here are answers to come of the more common questions we hear.