Business Owners
Your personal and business finances are intertwined in ways most advisors don't fully understand. We audit both — together — to ensure they're working toward your goals.
Our forensic approach is built for the complexity of business ownership — ensuring your business and personal finances work together, not against each other.
Why owners come to us.
If any of these sound familiar, an independent audit will show you exactly where you stand.
- Business assets mixed with personal portfolio — need clarity
- Retirement plan costs and suitability need forensic review
- Succession and exit planning require independent oversight
- Business insurance arrangements need unbiased audit
- Want to ensure key-person and buy-sell coverage is appropriate
What we examine.
Four lines of inquiry, one file. We document every finding in plain language.
Entity & Personal Overlap
Where business assets, personal accounts, and family goals intersect — mapped as one balance sheet instead of two.
Retirement Plan Costs
When did anyone last benchmark your company plan? Its line-item costs, fund menu, and provider arrangements — reviewed for suitability and cost.
Succession & Exit Readiness
Buy-sell agreements, key-person coverage, and exit assumptions — checked against what the documents actually say.
Insurance Arrangements
Business and personal policies audited side by side — coverage, ownership, and cost, explained in plain language.
Who last reviewed your company plan — and when?
Start with your free Forensic Audit Score — or book a one-hour call.