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Business and financial planning services
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Recent Works

Cash flow enhancement

Large companies, including your largest competitors have and an advantage over smaller companies. That is they pay less for the same services and products every business needs. They have employees, staff accountants, and outsourced firms that focus day in and out on nothing but watching expenses. Now you can too with no out of pocket cost.

Sell your business

Are you looking to sell all or part of your business in a non-disruptive way? We can help. There are three ways to sell you business. The first is build it and wait, next is hire a banker to run a formal auction, and third run an informal auction with our help. This third option isn’t right for everyone, but if you would like to learn which might be right for you we can help with all three options.

Business Sale Preparation

Are you and your business prepared and optimized for the sale of what could be the largest financial transaction of your life? Do you know if you are positioned both to get the most value, the best price, and the highest level of after tax proceeds from the sale of your business? We can help you answer these questions, while delivering a time tested process for doing just that.

Business Valuation

An economical and practical business valuation updated regularly can help you know the value and keep track of how the market views the value of one of if not the most valuable asset you have

Tax reduction

What could 25% more cash flow meant to you and how much more wealth could you build. For a successful business owner, the tax bill can become the largest single expense per year. Proven tax planning techniques which have other benefits as well can lower your taxes, increasing cash flow, and building wealth and security.


We can assist you with a statistically proven methodology for increasing the value of your company. Get the most you can from what you own.

What we are good at

Beliefs We see ourselves as a wealth design firm; more specifically, a Business Wealth Design™ firm. As such it is our place to design and then deliver plans and programs that help build wealth for business people. Our collaborative, innovative and proven process provides a clear path for our clients to work toward building lasting wealth.
We believe now more than ever business people find value in our proposition because of our holistic approach and our depth of knowledge with regard to the various options available.
We believe the current state of affairs – the economy, constantly changing tax laws, globalization, and massive technological advancement – gives birth to both exceptional opportunity as well as exceptional risk.
We believe winning the game of business now will yield greater results than ever before, and thus more wealth creation than ever before. And conversely, missteps will be more costly.
We believe that what we do is not about selling but about co-designing solutions for business people that optimize their chances of success.
We believe a diagnostic process is required before any recommendation is even considered. We seek to understand first and foremost, then to be understood.
And we believe in service – truly serving to our highest capacity those with whom we are fortunate enough to engage.
“The best way to predict the future is to create it.” – Peter Drucker

Cash flow enhancement
Sell your business
Business Sale Preparation
Business Valuation
Tax reduction

4 keys to business

Value builder/Succession

Key employee retention

Tax reduction

Valued added business partners

  • 1. Proven process and assessment
  • 2. 7 phases to plan
  • 3. Prep business for transaction
    • Lead transaction in limited cases (informal auction)
    • Assemble deal team, deal room etc

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1) Executive compensation and wealth enhancement
2) Long term incentive planning
3) Equity or mirror equity plans
4) Retaining management and key employees/performers increases the value of the business

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1) Business entity planning, new tax laws,
2) Reduce or eliminate taxes on sale of business or property
3) Increase cash flow with new tax laws.

1) In some cases we will invest in the business (through Masterpiece Business Advisors)
2) Turn arounds or prep for public acquisition