For Business Owners

Planning for a business owner is never one-size fits all.

A Plan for Everyone

Every story is as unique as the business owner telling it

At Co-Missions we examine every angle to ensure that your personal financial plan highlights the benefits of business ownership and that your intertwined personal and business priorities are clearly identified.

Ask about: Employee Benefit consulting
Property and Casualty Insurance Review

What We Offer

Business owners often find themselves tangled up amidst their personal financial goals and their concern for the future of the business. Untangling these components is an important part of establishing personal financial goals for a business owner.

Co-Missions does not want to let good work go to waste. A part of our planning process is helping business owners to clearly define and articulate goals and intentions. This includes desires for the future of the business. We do this to ensure our aim is true when it comes time for recommendations.

Business owners may maximize the value of their personal plans by electing an add on service that collaborates with other advisors and provides both a “top down” and “bottom up” perspective to succession planning.

Co-Missions planning can save business owners money on their legal and accounting fees by providing them with much of the information and collaborative work that they need with a lower price tag.

Ask us about Business Succession Services
Ask about Private Lending Solutions

**Co-Missions and affiliated advisors are not attorneys and will not provide any legal advice. Referrals to trusted and qualified attorneys may be offered. Co-Missions does not receive any economic benefit from attorney referrals.