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Business Consulting

We understand that the strategic decisions, goals, opportunities, and challenges facing a business are separate from those that an individual or family experiences. The small business financial advisors at BentOak Capital have the experience and expertise necessary to offer insight on business finance, business tax planning, retirement plan sponsorship, and more.

Entity Formation Consulting

When starting a business, one of the first critical decisions you need to make is selecting your entity structure. Choosing the right entity structure can mean decades of asset protection and growth opportunities while choosing the wrong entity structure can mean overpaying taxes and complicated (even impossible) successions.

Retirement Plan Design and Analysis

Employer-sponsored retirement plans are a great way to attract and retain talent without breaking the bank on employee salaries. However, with these benefits come certain fiduciary responsibilities that most business owners are ill-equipped to uphold. Our small business financial advisors can help you design and implement the retirement plan that makes the most sense for your business.

Retirement Plan Design
Compensation strategy

Compensation Strategy

Human capital is the asset most valuable to many businesses. So how do you attract, develop, and retain your employees while preserving your profit margin? Our small business financial advisors value the people behind the business AND know how to manage your bottom line.

Succession Planning

For many business owners, their business is their legacy. Protecting that legacy means creating and executing a well-rounded succession plan. Plus, an exceptional succession plan can enhance the value of your business, which can translate to a more comfortable retirement when the time comes to sell your ownership.

Succession Planning
ebook

Our Complimentary eBook: Guide to Legacy Planning

What will your legacy be and how can you continue to make a difference?