Build it, run it lean, exit on your terms.
Branding, marketing, taxes, benefits, legal docs, debt and your exit plan, handled by one team that actually talks to each other.
Why one team beats five separate advisors
Two minutes on why your plan works better when someone connects the pieces: growth, taxes, legal and your exit.
Financial advice isn't the problem. Integration is.
Garrett on The Wealth Strategist Podcast: most business owners have an accountant, a lawyer and a banker who never talk. We fix that.
More on our Videos & Podcast page →Start with a free Business Diagnostic
We start with the three things customers see first: your brand, your marketing and your website. Tell us where you are and we'll come back with what needs fixing, what needs improving, and what's already working. Later, if you want, we widen it into a full business review: costs, benefits, taxes, legal, capital and exit.
What should we look at first?
Pick everything that applies.
Tell us about the business
Where should we send your diagnostic?
Please don't include account numbers or tax documents here. We'll tell you how to share anything sensitive securely.
Prefer to talk it through? Book a 30-minute business review instead.
Brand, marketing, website and growth
Two consultants who have grown real companies, not just advised them. They handle the front of the house (how customers find and trust you) and the back of the house (how the money moves).
Brody Davidson
Wealth Strategist · Marketing & Branding Consultant
- Branding & marketing strategy
- Website services: what to fix, what to build
- Growth strategy and sales training
- Wealth strategy for the owner
Andrew Payne
Partner · Wealth Strategist · Business Debt Specialist
- Business consulting and growth planning
- Business debt & capital: bank, private or hard money
- Wealth strategy and personal finance for the owner
- Exit planning alongside top exit planners
Website services
A clear, fast site that turns visitors into calls. We review what you have, then fix or rebuild what's holding you back.
Brand & marketing services
Positioning, messaging and a simple marketing plan you can actually run, from someone who helped a seven-figure company triple its revenue.
Full business review
When you're ready, we widen the lens: costs, benefits, taxes, legal, capital and exit, with our tax and legal partners in the room.
Taxes, books & structure, reviewed by Nik
Nik Sullivan is our independent accounting and tax partner. He reviews your prior-year returns, your books and how you pay yourself, then tells you plainly what he'd change.
Prior-year returns
Nik reviews what was filed and whether anything was missed or worth amending.
Books cleanup & QuickBooks
Clean, current books so decisions and tax time stop being guesswork.
Entity & owner pay
Sole prop, LLC, S Corp or C Corp: Nik reviews whether your setup and owner pay still fit the business you run today.
Nik is typically more affordable than mid-size and large CPA firms. Accounting and tax services are provided by Nik Sullivan as an independent professional.
Three places owners leave money on the table
Pay what you owe, not more
Timing, structure, retirement contributions and owner pay, reviewed by Nik with your strategist so the pieces work together.
Request a tax review →Benefits that can cost less than you think
Have 10 or more W-2 employees? Some benefit structures can lower payroll costs while your team keeps more of each paycheck. Your owner or CFO gets a tax and attorney walkthrough before anyone decides. Already running something similar? We'll review it instead.
See if it fits your company →Legal write-offs, documented
Home office, vehicles, equipment, health insurance for owners and more: taken correctly, with the records to back them up.
Ask Nik what you're missing →The paperwork that protects the business
Through the Law Office of Mike Nellinger, an independent law office that partners with TruPath.
Operating & partnership agreements
What happens when a partner leaves, disagrees or passes away, written down before it matters.
Buy-sell agreements
A funded plan for who buys whose share, at what price, so families and partners aren't left guessing.
Wills & trusts for owners
Your business is part of your estate. Mike makes sure it passes the way you intend.
Legal services are provided by the Law Office of Mike Nellinger. Contacting the office here does not create an attorney-client relationship until the office agrees to take your matter.
Sell for more, keep more
Selling in the next few years? The best exits are planned years ahead. Garrett works alongside some of the top exit planners in the country to raise what your business is worth and keep more of the sale when it closes.
- Know what your business is worth today, and what moves the number
- Clean books, contracts and structure so buyers pay for what they see
- Tax and legal planning for the sale itself, with Nik and Mike
- What happens to you, your income and your team after the sale
Discovery call
Where the business is, and when you'd like to be out.
Value & gap review
What buyers will pay for, and what's holding the number down.
Your exit roadmap
A timeline with the tax, legal and operational steps in order.
The Business Health Checklist
Score your business in five minutes
Garrett and Brody are building a short checklist you can fill out right here: answer a few questions, get a score across brand, marketing, money, taxes, legal and exit readiness, and a specialist follows up on the weak spots. Until it's live, the free diagnostic above is the fastest way to get the same answers.
The people in your corner
Garrett Alcorn
President · Senior Wealth Strategist · Exit planning
Andrew Payne
Business Consultant · Wealth Strategist · Business debt & capital
Brody Davidson
Business Consultant · Wealth Strategist · Marketing & branding
Nik Sullivan
Accounting, bookkeeping, taxes & tax savings (independent)
Mike Nellinger
Law Office of Mike Nellinger · Business legal docs & buy-sell (independent)
Book your free business review
30 minutes with Andrew. Bring your questions about growth, taxes, structure, debt or selling, and leave with clear next steps.
You'll meet with Andrew Payne · 30 min · Google Meet
Free 30-minute call. No cost, no pressure. Trouble seeing times? Open the booking page.
Want Brody on the call for brand and marketing? Mention it when you book and we'll set it up. Taxes first? Request a time with Nik.
For education only, not financial, tax, legal or insurance advice. Insurance products are offered through licensed professionals; tax and legal services are provided by independent professionals. See our full disclosures in the footer.