Planning for Business Owners
Your business and your personal finances are connected. I help you plan for both.
Who I Work With
Owners of small and family businesses in Alexandria and Central Minnesota, including farm operations, professional practices, and local service businesses, who want their business decisions to support their family’s long-term plan.
Common Questions I Help Answer
How much should I pay myself, and is my business structure still the right one?
Which retirement plan makes sense for my business and employees?
How do I avoid surprises with quarterly tax payments?
What is my business worth, and how do I prepare to sell it or pass it on?
How does my business fit into my retirement and estate plan?
How I Help
Business retirement plan design (SEP, SIMPLE, Solo 401(k), and 401(k) options)
Review owner pay and entity questions in coordination with your CPA
Tax projections and quarterly estimate reviews
Succession and exit planning, including coordinating a business valuation
Coordination with your CPA, attorney, and other advisors
How It Works
Discovery call. We talk through your business and personal goals.
Plan. I build a plan that connects your business decisions with your personal financial plan.
Ongoing advice. We review tax, retirement, and succession decisions as your business changes.