Business financing, succession planning and real estate, treated as part of your plan rather than a separate conversation.
Capital purchases, succession planning and property treated as part of the plan rather than a side conversation.
Book a meetingDo you have a strategy for making large capital purchases? Whether you are an entrepreneur, a real estate investor, or running an operation in oil and gas, construction or trucking, the financing question shows up long before the exit question does.
We work on both, and on the awkward space between them, where the business owns most of your net worth and none of it is easy to reach.
Each one gets more expensive the longer it waits.
Equipment, a building, an acquisition. Bank terms are one option. Policy loans against capital you already control are another, and they do not require anyone's approval. See Bank On Yourself.
Death, disability, divorce or a change of heart. A buy-sell agreement without funding behind it is a document describing a problem rather than solving one.
Sale to a third party, transition to family, or an internal buyout. Each has a different tax shape and a different preparation window, and the good ones start years early.
Is property a key part of your financial plan? We want discussions about buying, selling and managing real estate inside the planning conversation, not running parallel to it. Financing structure, holding entity, insurance and eventual transfer all connect back to everything else on this site.
Business, property and household. They are one balance sheet whether you treat them that way or not.
