Business advisory services for high-net-worth business owners
Introduction to Business Advisory
From startup to succession, our business advisory services are tailored for high-net-worth entrepreneurs who are serious about maximizing value at every stage.
Building, sustaining, and growing a successful business is both exhilarating and complex, especially when your personal and professional financial goals are deeply intertwined. As your wealth advisor at Highline Wealth Partners, I blend decades of experience with a personal, high-touch approach to help business owners successfully navigate every challenge and opportunity.
Explore how my team and I, through our Business Advisory services, help clients blueprint their business success, safeguard their assets, and achieve seamless integration of business and personal wealth.
Our Business Advisory services typically include the following services: Financial Planning for Business Owners, Business Financial Management, Employee Benefits Planning, Business Tax Planning, and Risk Management for Businesses.
Financial Planning for Business Owners
Every thriving business is built on intentional, forward-thinking financial planning. Our business owner clients appreciate a holistic approach that balances their ambitions for the company with their personal financial dreams.
Succession Planning
A strong succession plan is essential, not just for continuity, but for peace of mind. I help you identify key successors, structure timelines, and develop contingency strategies, so your business can flourish long after your direct involvement. This planning considers family, key personnel, and external candidates, ensuring the legacy you’ve built endures across generations.
Exit Strategy Development
Whether you’re looking to sell, merge, or transition out of active management, a thoughtful exit strategy is crucial. I guide you through the intricacies of exit timing, valuation, tax consequences, and negotiation options. Our process is designed to maximize your financial return and ensure the transition aligns with your personal goals, Thus, making your next chapter as rewarding as your business journey.
Business Valuation
Knowing the true value of your business is a foundation for informed decision-making, whether you’re planning to exit now or years down the road. I partner with top valuation experts to provide detailed, objective assessments using industry-standard methodologies. This insight powers key strategies for growth, financing, succession, or sale.
Get Your Free 30 minute Consulting Session
Let's see if we're a good fit for each other. If we can't help you, we don't want your business.
Business Financial Management
Smart financial management isn’t just about the numbers on paper. It’s about creating systems that free you to focus on vision and leadership—while ensuring the business is robust, adaptable, and ready for growth.
Cash Flow Optimization
Managing cash flow is the lifeblood of any enterprise. We help you analyze inflows and outflows, identify bottlenecks, and implement best-in-class processes for invoicing, collections, and expense management. Our goal is always to keep your business agile, well-capitalized, and ready to capture new opportunities.
Profitability Improvement
Profitability is about more than just revenue, it’s about operational efficiency and strategic cost control. I work with you to analyze margins, trim waste, and unlock untapped potential across your business. Our tailored solutions drive both short-term gains and long-term value creation.
Financial Forecasting
Planning for the future is what separates good businesses from great ones. We use advanced forecasting tools to model various growth scenarios, investment needs, and economic changes. This proactive approach enables you to make confident, data-driven decisions that keep your business steps ahead.
Employee Benefits Planning
Attracting and retaining top talent is essential in today’s competitive market. Well-designed employee benefits are not just incentives, they’re investments in your business’ long-term success.
Retirement Plan Design & Administration (401(k), SEP IRA, etc.)
We help business owners design and administer sophisticated retirement plans that benefit both the company and its employees. Whether it’s a 401(k), SEP IRA, or customized executive compensation, we find the right fit and manage the details. This ensures compliance, maximizes tax advantages, and supports employee engagement.
Group Insurance Benefits
Health, dental, vision, and other group insurance options are key pillars of a competitive benefits package. I help you evaluate and implement solutions that align with your budget, support your team, and position your business as an employer of choice.
Get Your Free 30 minute Consulting Session
Let's see if we're a good fit for each other. If we can't help you, we don't want your business.
Business Tax Planning
Tax strategy is a game-changer when it comes to preserving profits and personal wealth. Our business tax planning is proactive, creative, and deeply tailored to your unique entity structure.
Entity Structuring for Tax Efficiency
Selecting and maintaining the right business entity can have huge benefits over time. I work with you and your legal team to assess options from LLCs to S-corps to partnerships resulting in minimizing your tax burdens and maximizing flexibility for growth, succession, or sale.
Tax Credit & Deduction Optimization
Our team scours federal and state codes for every available deduction, credit, and incentive relevant to your business. From R&D credits to depreciation strategies, I ensure you’re not leaving money on the table and that your tax strategy is always aligned with your long-term goals.
Risk Management for Businesses
In a world of constant change, effective risk management isn’t optional—it’s essential to enduring success.
Business Insurance Coverage
We review your current insurance portfolio and recommend enhancements, from property & casualty to key person and business interruption policies. Our goal: comprehensive protection with the right coverage at the right price.
Liability Mitigation
Legal threats and liabilities can strike at any time. I help you implement structures and protocols from proper entity formation to robust contracts and employee training which will act to minimize your exposure and safeguard both your business and personal assets.
Get Your Free 30 minute Consulting Session
Let's see if we're a good fit for each other. If we can't help you, we don't want your business.
Why Choose Brian Grimditch & Highline Wealth Partners As Your Trusted Wealth Advisors?
Brian and Highline Wealth Partners pride ourselves on delivering personalized service backed by decades of expertise. Here’s why our current clients trust us and why you will too:
- ✅ Fee-Only Fiduciary Commitment: No commissions or hidden fees—ever. Legally, morally and ethically obligated to work for your BEST interest.
- ✅ Tailored Strategies: Every recommendation is customized to fit your unique goals.
- ✅ Top Recognition: Named one of the top 25 Registered Investment Advisory Firms nationwide by USA Today (2024), and Newsweek Magazine chose us as a top Investment Advisory Firm out of 15,000 firms in 2025!
Look, all these accolades are well and fine, but we want you to know that when you partner with us, you’re not just hiring an advisor—you’re gaining a trusted partner dedicated to helping you achieve financial success.