Your business is your biggest asset. Plan like it.
Retirement plans for your team, succession strategy for your exit, and a fiduciary who will actually talk to your CPA.
Book a Discovery CallThe Business Owner’s Exit-Readiness Guide
A plain-language walkthrough of what buyers look for, what to fix now, and how to separate your personal plan from your business’s timeline.
The financial side of running a business.
Retirement plan design
Evaluation, design, and fund selection for your company plan, plus employee education so it’s actually used.
Succession & exit planning
Whether you’re selling, passing it on, or bringing in a partner — the financial plan should match the business plan.
Direct CPA coordination
We work directly with your accountant so strategy isn’t split across two people who never talk.
“As a CPA who has worked with hundreds of financial advisors, I was surprised by the level of kindness mixed with professionalism Connect Advisory Group displayed.”
Testimonial reflects the personal experience of an actual client of Connect Advisory Group, LLC. Not compensated; may not represent other clients’ experiences.
A different level of strategy for owners who’ve outgrown generic advice.
Most advisors stop at investment management. For qualifying business owners, we bring the kind of entity structuring, executive benefit, and advanced retirement strategies usually reserved for the ultra-high-net-worth — built around your specific business, not a template. Find the one that fits below.
Management Entity Structuring
A dedicated management entity invoices your operating company for services, shifting income to more favorable tax treatment while building liquidity, asset protection, and personal wealth outside the business itself.
Best fit: you own one or more businesses generating $1M+ in annual income and want more of what the business earns working for you, not the IRS.
Executive Benefit & Continuity Plans
An employer-sponsored plan anchored by a death-benefit-funded continuity structure — protecting the business and rewarding key people well beyond a standard 401(k), with real advantages over a typical deferred comp plan.
Best fit: medical groups, financial services firms, and high-profit partnerships with executives earning $650,000+ a year.
Cash Balance Retirement Plans
A high-contribution retirement plan that runs alongside your 401(k), letting owners shelter substantially more than conventional limits allow — fully tax-deferred, with the option to roll into an IRA later.
Best fit: high-income owners who’ve maxed out their current retirement plan and want to save significantly more, every year.
The exact numbers — contribution limits, tax impact, structure — depend entirely on your business and income. That’s a conversation, not a web page.
Book a Confidential Strategy CallQuestions we hear from owners
My CPA already handles my taxes. What do you add?
We coordinate with your CPA on strategy — investments, retirement plan design, and insurance — so nothing works against your tax picture.
How do you charge for business services?
Ongoing advisory work is fee-based, tied to portfolio value. Certain project work is billed hourly or per project — we’ll quote it upfront.
I’m years away from selling. Is it too early to plan?
No — the earlier we start, the more options you have when the time comes.