Business Planning

Businesses

We understand the challenges and complexities that face you and your firm. To successfully create, grow, and even exit a business, business owners require truly comprehensive strategies that take everything into consideration.

Since our inception, we have dedicated ourselves to helping clients make accelerated and informed financial decisions for both themselves and their firms. In addition to working with individual investors, we specialize in serving entrepreneurs and small to mid-size business owners who seek to integrate all areas of their financial lives.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

OUR TEAM

Bart Singleton and Adam Redenshek combine for over 20 years of advisory experience.  Each have individual focus areas to ensure a certain level of depth can be obtained with each and every client.