Business Owners

Geoff Stevens

Geoff Stevens   CFP®, MBA

Co-Founder and Principal


You’ve taken the risk, put in the sweat, tears, and passion to make your dreams a reality. Your business is your life in a way someone who’s never experienced ownership will ever understand. Whether you’re in the start-up, growth, maturity, or approaching the transfer phase of your business, our team partners with owners and executive teams to explore strategies to maximize your goals.

Great Results and Great Planning, Starts with Great Questions:

  • How do I attract the best and the brightest to help me grow this business?
  • What if my partner is injured or dies?
  • If I get sick or hurt and can’t work, what happens to my business and to my family?
  • Can I retire in 10 years?
  • What’s my exit strategy?
  • Do I have a succession plan in place?
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