Entrepreneurs
Plan for growth, prepare for anything
Business owners think differently. They’re ambitious, they work hard, and they feel economic ups and downs the most.
We Can Relate
Like you, we’re also business owners. That’s why we understand how important it is to find great employees, train them properly, and keep them motivated to grow the company.
We know what it is like to own property, pay rent, move locations, pay bills, and build out a technology platform that is both secure and effective — all at the same time.
We Can Help
We’ve acquired businesses and sold others. We’ve also negotiated retirement packages for other advisors and built our own succession plans.
Council Oak consults with business owners (regardless of size) on:
Company retirement plan offerings, including 401(k)s, SIMPLE IRAs, and SEPs
Personal wealth and estate planning for owners and all employees
Lending alternatives and offerings
Succession planning packages and advice