We specialize in business financial planning.
Our goal is to understand where you are, where you want to go, and create a plan that helps you get there—while reducing risk and maximizing opportunity.
We strive to stay in communication with our clients. Have a question about our business, or want to see if we match your specific needs? Send us a message. We're always happy to meet new clients!
Fayetteville, AR, USA
We ask the critical questions that shape the financial future of your business. Our business financial planning services are designed to help you reduce risk, improve cash flow, and protect what you’ve built—so you can move forward with confidence.
A properly structured buy-sell agreement is essential for protecting your share of the business. We ensure all parties are aligned and contingencies are covered before they’re needed.
Whether you're ready to step away now or in ten years, we help you prepare with a well-defined exit strategy, a clear business valuation, and a plan to transition ownership smoothly and tax-efficiently.
We have established partnerships with some of the industry's leading providers of business products and services. This allows us to offer our clients the best solutions.
As a Business Planning Advisor, I work with business owners to streamline financial operations, reduce inefficiencies, and create long-term sustainability. We help businesses uncover hidden risks, maximize cash flow, and implement financial strategies that fuel growth and protect their legacies.
As a Business Development Manager, I work alongside a team of diversified specialists who offer small business owners a streamlined financial management system. Our goal is to recapture lost opportunity costs and maximize business growth by connecting you with tailored solutions that align with your unique business objectives.
Design competitive, cost-effective benefits packages that attract and retain top talent while supporting business sustainability.
Establish a strong legal and financial foundation with properly structured documents that support business valuation, ownership transitions, and long-term success.
Develop tax-efficient retirement plans that maximize savings and minimize hidden fees for both employers and employees.
Enhance cash flow by accelerating tax deductions on qualifying business assets.
Implement high-impact financial strategies to optimize profits and build long-term wealth.
Create a structured transition strategy that ensures maximum profitability and business continuity.
Managing HR and payroll doesn’t have to be overwhelming. We partner with trusted professionals who provide comprehensive solutions to help you simplify compliance, reduce administrative burden, and support your team with confidence. From employee onboarding and payroll processing to benefits administration and HR strategy, we help you put the right systems in place—so you can focus on growing your business.
Learn how the GOALL program strategies can improve profitability by attracting and retaining your employees and grow your financial legacy. Strengthen your business - Protect from financial disaster - Build a sustainable financial future
Inspired by Dr. Walter E. Williams & Dr. Thomas Sowell
This book demonstrates that your need for finance, during your lifetime, is much greater than your need for protection. Solve for this need through this instrument and you will end up with more life insurance than the companies will issue on you. Most everyone is familiar with the fact that one can borrow from a whole life policy, but because of how little premiums they pay, there is limited access to money to finance major items needed during a lifetime. Yet, the need for financing for the typical person is extensive. Really, all this book adds to the equation is scale.
In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now.
Create the Freedom & Lifestyle You've Always Dreamed About Without a Job or Business
Let's face it. You want more—more money and freedom, less work, and a higher quality of life.
What if there were a simple, proven system to get you off the hamster wheel, create cash flow, and generate real wealth with little risk or complexity?
In Main Street Millionaire, Codie Sanchez teaches you the path the wealthy really walk. Instead of risking it all with little chance of success, she shows you how to acquire cash-flowing businesses that are winning right now.
Rich Dad Poor Dad is Robert's story of growing up with two dads — his real father and the father of his best friend, his rich dad — and the ways in which both men shaped his thoughts about money and investing. The book explodes the myth that you need to earn a high income to be rich and explains the difference between working for money and having your money work for you.
In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the different ways people think about money and teaches you how to make better sense of one of life’s most important topics.
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