Small Business Risk Management

We understand that the personal finances of a business owner are likely to be intertwined with their business.  Because of this, business owners need a financial advisor who can provide a holistic understanding and coordinated approach to risk management. 

Common concerns of business owners include:

  • Business continuation strategies
  • Protecting personal assets from potential business liabilities
  • Understanding and being aware of the impact of "what if..." scenarios on the financial, ownership and taxation status of a business.

We work with clients and their legal advisors to help recognize and avert risk exposure in the tax and financial matters of their businesses.