Financial Planning For Business Owners and Consulting Services

Many of Colman Knight’s personal financial clients are also business owners. As part of our comprehensive services, Rich advises these clients on effective structure and strategy for business startup, expansion, asset protection, tax savings, and reporting.

Rich has an uncanny ability to help businesses in transition or crisis. He brings a unique blend of skill and caring to complex situations, often creating potent results in short engagements.

Even when facing plateaued or decreasing business revenues, Rich is often able to assist families in generating greater wealth from their closely-held businesses. He is also experienced in transitioning family businesses to the next generation.

Rich’s business consulting services are available on a limited, per project basis, whether or not you’ve engaged us for comprehensive wealth advisement.

Contact us to enquire about Rich’s availability for business consulting.