Many of us are members of the Business Intelligence Institute (BII)¹, an initiative to serve the business owner marketplace.   BII is focused on serving the needs of closely-held business owners to help them grow, preserve, protect and and transfer their life's work.  Only the most highly qualified financial professionals are invited to participate in this effort.  The BII mission is to use our holistic financial planning process, culture, and intellectual capital to help our entrepreneurial clients make informed choices in reaching their business and personal goals.

As BII specialties we help guide our business owner clients through many types of design strategies and solutions including; buy-sell agreements, family limited partnerships, management control self-canceling installment notes, private annuities and gifting of stock.

¹ The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.