You started with a dream, a passion and a smart business plan, and now you wonder…

“What if one of my key employees leaves me?”


Create The Golden Handcuff Plan™ ›

What if any of my key employees leave for another opportunity?

Find Out More ›

You started with a dream, a passion and a smart business plan, and now you wonder…

“What if I die unexpectedly? Who would run things if I were not here?”


Create The Continuity Solution™ ›

If something happens to me, who will run things when I’m gone?

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You started with a dream, a passion and a smart business plan, and now you wonder…

“Maybe I should update my estate plan? I haven’t looked at it since the kids were born!”


Create The Essential Plan™ ›

Is it time to update my estate plan?

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You started with a dream, a passion and a smart business plan, and now you wonder…

“How can I sell this company to my management team? I know they don’t have any money.”


Create The Key Employee Opportunity™ ›

Can I sell this company to my key employees?

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You started with a dream, a passion and a smart business plan, and now you wonder…

“What should I do? People keep approaching me with offers to buy my company.


Get The Quarterback Coach™ ›

What should I do if I get an offer to sell my company?

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You started with a dream, a passion and a smart business plan, and now you wonder…

“Should I keep paying all of these life insurance premiums?”


Get The Prudent Policy Review™ ›

Should I keep paying my life insurance premiums?

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You started with a dream, a passion and a smart business plan, and now you wonder…

“I really should get this planning done. Can I afford the time right now?”


Get The Be Sure Assessment™ ›

Is it time to get my financial act together?

Find Out More ›

Tax, Estate, and Financial Planning

Few advisors today are equipped or even understand the needs of closely held and family business owners.  Do any of the questions on the sliders above resonate with you?  Partners Noah Rosenfarb and Chris Roehm focus solely on advising entrepreneurs on how to protect, grow, and ultimately transfer their valuable businesses. 

Do you want to meet?  Come to a BIG Breakfast!

BIG Breakfast is a social/learning event like no other.  You won’t have to listen to an entire roomful of introductions or a boring presentation about our services; instead, you’ll build trusting relationships with like-minded business owners, share ideas with each other, and hear great speakers. Ten times per year, we ask an author to give an informative one-hour presentation about their business book.  We’ve done over 50 events since 2009.