Don't leave your business exposed to risk

Business owners work hard to build something that will outlast them, but when there isn't a plan in place for transitioning out, it can feel impossible to leave.

You've worked hard to build your business; you shouldn't feel chained to it. In fact, we believe every business owner deserves a transition plan that helps to ensure a bright future for your business and for you.

Make Decisions
With Confidence

Partner with us as your financial quarterback. We'll collaborate seamlessly with your attorney, CPA, CFO, and advisors, helping to ensure a unified strategy for your financial goals.

Understand Your Target Valuation

Gain insights into the true value of your business. Our expertise allows us to provide accurate annual estimates, empowering you with essential financial knowledge.

Have a Plan for
Your Transition

Build confidence in your transition plan for the day you step away. We'll help you create a solid strategy, so you can face the future with assurance and have a 3-5 year plan to sell.


Free Consultation


With Over 45 Years of Experience 


Clearing your way to a more confident financial future

All business owners understand that financial well-being is an essential part of a bright future for yourself and for your business. And yet many of the business owners who come to us have concerns that they won't be able to have the future they thought they were preparing for.

With 45 years of combined experience, we have been privileged to guide thousands of clients across the United States. Our team comprises seven passionate members, including four experienced advisors situated in various locations. We listen to your unique goals and concerns, combining our expertise with a personal touch, to guide you in turning your business into a powerful financial asset so that you can attain the life you want to live.


Meet Your Team

Assess and Reduce Your Tax Situation

Business owners often find their tax situation complex and convoluted. Our strategic approach is designed to untangle this complexity by identifying tax-saving opportunities and reducing tax liabilities. This empowers business owners to optimize their financial resources while maintaining tax compliance.

Provide Valuation Estimate and Process

Figuring out your businesses’ value can be difficult by yourself. With our expertise, we help business owners gain a clear understanding of their company's worth and empower them to make informed financial decisions.

Free Consultation

Plan to Care for Your Employees

Developing a comprehensive strategy for employee well-being is crucial in today's competitive business world. Our personalized solutions, including our 401k Retirement Benchmark Planning, are designed to foster a vibrant, engaged, and motivated workforce. With our assistance, you can establish a workplace culture that not only attracts and retains top talent but also prioritizes employee satisfaction and overall well-being.

Assess Your Insurance Risk

There is a lot of risk involved when owning a business. With our expertise, you can identify potential vulnerabilities and develop a customized risk management strategy that safeguards your business against unforeseen challenges while helping to ensure comprehensive coverage.

Free Consultation

Develop Your Winning Advisory Team

There’s nothing worse than too many cooks in the kitchen. We aim to serve as the quarterback, facilitating smooth communication and strategy discussions to help ensure a cohesive plan. Our goal is to provide a unified voice and careful coordination with other advisors, fostering collaboration and maintaining a clear and comprehensive plan for your business.

We Guide You Every Step of the Way



Initial Consultation

During the initial consultation, we take the time to truly understand you and your business. We ask questions, actively listen, and learn about your current financial situation. We ask you about your business goals, where you're headed, and help you decide how we might serve you as our client.



After taking you on as a client, we start with a 4 week onboarding process. During this time, we gather data to create a very clear picture of your business and life. We make sure we understand who you are, where you are, and how to get to where you want to go. Together, we begin to chart a path to realize your vision of the future.


Custom Planning

We craft a personalized plan for your business that is rooted in our six core values. One size does not fit all when it comes to financial planning. That's why we make sure your business's financial plan is dynamic, adaptable to twists and turns, and accessible through a user-friendly dashboard and summarized in a simple-to-understand one-page document.


Ongoing Care

Our commitment to your financial well-being extends beyond the initial plan. We offer recurring meetings and quarterly touchpoints to help ensure your plan remains aligned with your evolving life and business. Our dedication to your financial literacy means you have access to ongoing resources, while our team is available to provide immediate assistance and guidance whenever change or adaptation is needed. Your financial success is our ongoing mission.

Schedule a Free Consultation Today


If you want a clear plan for transitioning your business into a valuable and long lasting asset, schedule a free consultation today. During the consultation, you'll meet with a trusted financial planner at Embark.


They will ask you about your goals, listen to your concerns, and help you decide on what steps to take next.


Schedule a free consultation so that you can have confidence for your future and for the future of your business.


  1. Pick a date and time
  2. Show up to your consultation
  3. Get a plan for transitioning your business

How do you value your business?


Business owners are dealing with complex data when it comes to valuing their business. With so many formulas, information and timelines to consider, many business owners aren't able to get an accurate valuation. Watch this video to learn more about how we help business owners value their businesses accurately and confidently.


Enroll in Your Free Video Course

4 of the Most Important KPIs for Business Owners

There are so many moving pieces to your business that it's difficult to know exactly what metrics to pay attention to. In this video course, we teach you how to track four key performance indicators for your business.

  1. avoid financial issues that could kill your business
  2. bring to light hidden areas of your business
  3. get your hands on the strategic dials that can actually grow your business

You shouldn't be in the dark about the biggest problems and opportunities that your business is facing. Enroll in the free course so you can start identifying KPI's for your business.