Business Consulting

Enhanced Business Solutions

Whether you’re preparing for next year or the next generation, CBJ Financial helps you minimize taxes, protect against unforeseen liabilities, and optimize enterprise value. We’ll work closely with you to develop tailored strategies that secure the future of your business and allow it to operate at its maximum potential.

Business Consulting

Enhanced Business Solutions

Business Consulting

Enhanced Business Solutions

Liabilities We Address

Hedging company value in case of unexpected loss of owner or key employee.

Succession and Exit planning that ensure business perpetuation while mitigating taxes on transfer of ownership.

Design and fund flexible buy-sell arrangements that align with long-term estate and investment planning needs.

Competitive executive compensation designs.

Utilizing non-qualified “golden handcuff” plans to attract and retain top talent with corporate tax benefits.

Avoiding double taxation in C-Corporations utilizing specialized loan regime.

Pre-sale planning including capital gains, income, & inheritance tax mitigation.

What We Do

At CBJ Financial, we create customized strategies that work as tirelessly as you do, protecting every corner of your business.

Tax Minimization

Asset Protection

Generational Planning

Succession Planning

Buy-Sell Planning

Risk Mitigation

Estate Equalization

Transition Planning

Business Valuation

As a business owner, have you asked yourself these critical questions?

Do you have a key employee or family successor that can take over and operate the business? Would there be tax implications upon transferring business ownership?

Would the value of your business be largely impacted if an owner passed? Do you have a plan in place to hedge against that risk?

Are your key employees being compensated in a matter that shares in your long-term vision? Is there an employee retention plan in place to ensure they will remain tied to the business?

For partnerships, do you have a plan in place to ensure perpetuation of the business in case of death or disability of one of the partners?

Protect, Profit and Plan for What’s Next

Get the most from your business—we’ll help you protect wealth, reduce taxes, and plan your next move.