Build it, run it lean, exit on your terms.
Taxes, structure, benefits, debt and your exit plan, handled by one team that talks to each other.
Have 10 or more W-2 employees? Employee benefits that save more than they cost you.
Cut payroll costs and add real employee benefits at the same time: hundreds, even thousands, a month, even at a small company, while your employees keep more of every paycheck. Your owner or CFO gets a tax and attorney walkthrough before you decide. Already running something similar? We'll review it instead.
Every stage has money on the table
Most owners are leaving savings behind in at least one of these areas. Here is where we usually start.
Set it up right from day one
Entity setup, articles of organization, and books that are clean from the start.
Keep more of what you earn
Owner pay, legal write-offs, benefits and cash flow, reviewed by one team.
Sell for more, keep more
Raise your value and keep more of the sale with an exit plan built years ahead.
One team for your whole business
Your wealth strategist, tax team, attorney and benefits specialist work together, so nothing falls through the cracks.
Exit planning
Selling in the next few years? We help raise your value and keep more of the sale, alongside some of the top exit planners in the country.
Book a call →Taxes, books & structure
Prior-year returns, books cleanup, QuickBooks help, and the right entity and owner pay, typically for less than a large firm.
Book a call →Payroll tax savings
Have 10 or more W-2 employees? Employee benefits that save more than they cost you: lower payroll costs, hundreds, even thousands, a month, even at a small company, and your team keeps more of every paycheck. Your owner or CFO gets a tax and attorney walkthrough before you decide.
Book a call →Health insurance for your business
Lower-cost health plans for business owners and their teams, set up to get the most from your deductions. Plans, pricing and eligibility vary by state and group.
See business plan options on One Health ↗Business debt strategy
Pay down business and property debt faster, and fund deals the right way: bank, private or hard money, with Andrew and his lending team reviewing the options with you.
Book a call →Brand & growth
Sales training, brand and business development from an entrepreneur who has helped a seven-figure company triple its revenue.
Book a call →The people in your corner
Garrett Alcorn
President · Senior Wealth Strategist · Exit planning
Andrew Payne
Partner · Wealth Strategist · Business debt
Nik Sullivan
Accounting, bookkeeping, taxes & tax savings
Brody Davidson
Business & brand development · Health insurance savings
Book your free business review
30 minutes with Andrew. Bring your questions about taxes, structure, debt or selling, and leave with clear next steps.
Need taxes or bookkeeping first? Request a time with Nik. Trouble seeing times? Open the booking page.
For education only, not tax or legal advice. Tax and legal services are provided by independent professionals. Talk with your tax advisor about your specific situation.