Business Planning
Business decisions can affect your income, taxes, investments, retirement, and family responsibilities. Mark helps you evaluate those connections, prioritize competing needs, and coordinate financial decisions with the attorneys, accountants, and other professionals supporting your company.
Retirement & Qualified Plans
A qualified retirement plan can help you save for your own retirement while supporting employee recruitment and retention. Mark can help evaluate plan structure, contribution strategies, investment options, and participation needs in coordination with your plan administrator and other service providers.
Exit & Transition Planning
An exit involves more than choosing a date or buyer. Mark helps you consider business value, potential sale proceeds, taxes, retirement income, family needs, and the lifestyle you want after ownership so your transition plan reflects both company and personal priorities.
Succession Planning
Prepare your business for its next chapter with a succession plan that addresses ownership transitions, leadership continuity, and the value you have worked to build. We help you coordinate the financial details so your exit strategy supports your business, your family, and your long-term goals.