Financial guidance through the phases of business ownership

If you’re a business owner, you face many decisions – some of them tough. We know. We’re business owners ourselves. From the process of growing your business or making plans to sell it, we can help with knowledgeable financial guidance.

We can help you create, implement and manage an individualized financial plan focused on building and protecting the wealth generated by your business both now and in the future. This includes helping you optimize the value of your personal and business assets while implementing strategies designed to help minimize your tax burden.

When the time comes for you to transition out of your business – whether you decide to sell it outright or preserve it as your personal legacy within your family – we’ll work closely with you to create an appropriate succession plan to obtain maximum benefit no matter which way you choose.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. You should discuss any tax or legal matters with the appropriate professional.


Even though formal development of Mill Creek started back in the 1950s, it wasn’t until August 30, 1983, that the city was incorporated – making it one of the youngest cities in Washington.