Services
Each engagement is built around your entity, your cash, and the life sitting on top of the business. Choose a starting point. The rest is designed to connect.
For growing businesses
Get the cash inside the business working as hard as you do, without starving operations or leaving excess idle.
Who it is for. Owners who feel cash-rich one month and stretched the next, or who have meaningful reserves sitting in an operating account with no policy behind them.
Operating cash, reserves, and short-term decisions that finally have a system.
View Treasury ManagementWealth outside the company
Build and manage investment wealth that does not depend on the next good quarter inside the business.
Who it is for. Owners whose net worth is still mostly the company, a building, or a book of business, and who need a fiduciary to manage what sits beside it.
A portfolio designed around concentration risk, liquidity, and the life you want after the business.
View Investment ManagementPersonal + business, together
Connect the company, the household, taxes, and the next decade into one plan you can actually use.
Who it is for. Owners tired of getting personal advice from someone who has never sat with a K-1, a buy-sell, or a lumpy cash year.
One coordinated plan for compensation, taxes, savings, and the life you are trying to fund.
View Financial PlanningBefore you need the money
Prepare the company, and your personal finances, for a sale, succession, or a slower role, on your timeline.
Who it is for. Owners who know they will not run this forever, even if the sale, gift, or handoff is still years away.
A realistic path from “someday” to a transition you can live with.
View Business Transition & SaleLed with Cindy Bragdon
Protect what you built, name who decides, and design a succession path that does not leave the next generation guessing.
Who it is for. Owners who need more than a will, especially those with partners, family in the business, or a company that would stall if they were gone for ninety days.
Documents, ownership, and a succession story that match the business you actually run.
View Estate & Succession PlanningHow the work sequences
If you have taken the assessment, the stage that matches your answers is highlighted.
The business is still the engine. The job is to keep owner pay, taxes, and reserves from becoming accidental while you scale.
Relevant services
Tools for this stage
A discovery call with Rusty is confidential, fiduciary, and pressure-free. Bring the mess. That is the point.
