Business Owners

Helping Business Owners Secure Their Legacy

As fellow business owners, we understand the need for sophisticated simplicity. While you’re mastering your field and honing your craft, it can be tough to stay on top of every financial optimization strategy for your business. That’s why you need a team who not only understands your challenges but provides innovative solutions. No matter where you are in your journey, we provide expert guidance to help you maximize efficiency and optimize your future.

Succession Planning

What happens to your company after you retire?

Do you know how much it is worth?

What transition plan do you have in place to ensure consistency and lasting value?

Tax-Efficient Planning

Are you maximizing tax-efficient strategies like Roth IRAs, trusts, and charitable giving?

Have you coordinated your business and personal planning?

Employee Benefits

Are you offering competitive benefits to help gain and retain talent?

Retirement Planning

Will the sale of your business help fund your retirement?

Have you properly saved for the retirement you deserve?

Executive Compensation

Are you rewarding top talent with stock options, bonuses, or other performance-related incentives?

How do your executives fit into your succession plan?

Risk Management

What would happen to your business if you became ill or injured?

Are your personal assets protected?

Will your business partners and family be safeguarded if something happens to you?

Don’t take our word for it.

Hear how we helped one of our clients navigate the challenges of business ownership.

“When we got our own company, we knew we needed professional advice. We didn’t think twice because Eugene is very knowledgeable in his field.”
-Alla and Dmitry Lisovetsky
Clients and Small Business Owners

We want to hear your story.

Fill out the form below with your contact information and some details about your journey to Успех and one of our team members will be in touch shortly.

Thank you for your submission!