Running a business is hard work. There is a constant need to balance all facets of the business to ensure they are healthy and working towards a common goal.

Whether it is sales, marketing, payroll, insurance, or making sure the vending machine is refilled, the core of your success is in developing a financial strategy that allows everything to run together smoothly. Establishing a strategy that is smart and flexible—with advisors that have experience evaluating businesses—will set you on the right track towards maintaining and growing your organization.

The Lineage Group has experience providing advice to companies of all sizes. From businesses with $5 million in sales, to billion dollar international corporations, we know how to implement a wide variety of business strategies. We offer direct services for businesses and their owners, as well as outsourced introductions to other service providers with focus outside of our daily scope.

Direct Strategies

  • Establishing Company Retirement Plans (401k, Simple IRA, etc.)
  • Key Person Insurance
  • Buy Sell Plans
  • Investment Accounts for Balance Sheet Cash
  • Private Equity Introduction
  • Financial Plans for Business Owners Personal Assets
  • Succession Planning
  • Executive Compensation Plans

Outsourced Strategies

  • Merger & Acquisition
  • Corporate Finance
  • Captive Insurance
  • Company Valuation
  • Project Consulting