No matter what phase a business is in, its leadership has financial challenges. During our 30 years of experience owning, running, growing, selling, and advising businesses of all sizes, we've probably seen many of the financial hurdles you need to overcome. Our services are designed to help you, in your unique situation, do just that.

Our business experts have built and sold successful companies. And from tax implications to risk management to employee satisfaction, we have also learned a tremendous amount of what doesn’t work in business.

No matter what stage of business you’re in, you can leverage our expertise to help accomplish your business goals.

Below is an overview of the types of businesses we work with. We invite you to look through this information and contact us if you’re interested in a no-obligation, no-cost meeting to review your current financial status.


Services For

  • Tax Mitigation

    • Business Formation Strategy
    • Succession Planning
    • Exit Strategy Analysis
    • Insurance Strategies
    • Buy-Sell Funding Strategies
  • Employee Benefits

    • Low & No-Cost-to-Employer Retirement, Group Life Insurance, Disability & Health Plans
    • Qualified Sick Pay
    • College Funding
    • Defined Benefit (Pension Plans)
    • Profit Sharing Plans
  • Risk Management

    • Key Person(s) Insurance
    • Overhed Disability Insurance
    • Buy/Sell Funding
    • Estate Planning
  • Executive Compensation

    • Estate Planning
    • Non-Qualified Deferred Compensation
    • Executive Bonus Plan
    • Profit Sharing Plans
  • Business Operational Insight

    • Management by Objectives (MBO) Advisement
    • Succession Planning
    • Exit Strategy Analysis
    • Business Overhead Management
    • Attracting and Retaining Top Talent
    • Cost Saving Analysis
    • Tax Efficiencies

Need help or have questions?

Contact The ROI Group

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