Business Financial Planning
Planning and Financial Education for Business Owners
Who This Is For
This service is designed for:
Business owners and founders
Professional practices
Closely held and family-owned businesses
Entrepreneurs planning for growth, transition, or exit
Why Business Owners Choose Brixx
Independent, planning-first firm
No commissions or product incentives
No investment management
Collaborative partner to your CPA and attorney
Business Planning Services
Brixx Wealth Planning works with business owners who want their business decisions to support long-term personal wealth, tax efficiency, and eventual transition or exit — through planning, education, and coordinated guidance.
We serve as a planning partner, helping business owners evaluate financial decisions while coordinating with their CPA and legal professionals.
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Business cash flow and profitability analysis
Owner compensation planning
Liquidity and capital planning education
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Entity structure considerations
Tax projection and minimization planning
Estimated tax planning coordination with your CPA
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Retirement plan education (Solo 401(k), SEP, Cash Balance, etc.)
Owner and employee benefit planning
Integration with personal planning objectives
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Aligning business income with personal financial goals
Coordinated planning across entities and accounts
Guidance for major business and financial decisions
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Key person and buy-sell planning education
Business liability and risk exposure review
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Exit readiness planning
Sale vs. succession scenario analysis
Pre- and post-exit financial planning education
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Excess cash planning considerations
Concentration and risk education
Planning for liquidity events
We do not provide investment advice, manage assets, or recommend specific securities.
Engagement Structure
Business planning engagements may be structured as:
Project-based planning for specific business decisions
Ongoing planning relationships for continued education and guidance
Business planning fees generally begin at $4,000, with pricing based on complexity, scope, and ongoing involvement.