Financial Planning | Wealth Management | Bend, OR

Business Financial Planning

Your business is your livelihood, and we are here to help you navigate complex issues. If you have important decisions to make or need help answering questions, our team is here for you. Through a tax-efficient lens, our professionals have deep knowledge in the small business planning arena.


Starting a business is scary. Starting a business without a plan is terrifying. Let us help. We can guide you through every financial aspect of starting a business, including projections, proformas, and extensive financial analysis.

Business Purchases

Are you purchasing an existing business? We can analyze tax returns and financial statements to identify opportunities and pitfalls. We work with you and your legal team to make sure you’re making a sound decision.

Financial Coaching

Do you have an existing business? If you need a team to take an independent look at your financials, we are here for you. Do you need someone to bounce financial ideas off of? That’s us! We can provide financial proformas and projections to help you grow your business.


Is your business not running like a well-oiled machine? Let us review your books and see if there are any opportunities.

Business Sales

Are you selling a business? We have experience and will work with your legal team to craft your business sale. Our tax experience allows us to provide various options for your business sale so that you’re making the right decision for you.

Succession Planning

You might be ready to retire, but your business may continue. Whether you’re transitioning the business to the next generation or a key employee, we can help you.

Small business


Q: How Much Does a Financial Plan Cost?

A: Our plans vary based on the estimated time spent on each engagement.

Q: What Types of Businesses Do You Work With?

A: Our professionals are well-versed in a wide array of industries, trades, and service-based businesses.

Q: Do You Offer Plans Related to Real Estate Investments?

A: Absolutely!

Construction worker


Engage Us to Be Part of Your Financial Team Today.