For Entrepreneurs & Business Owners

You built the business. Now build the wealth.

For founders and business owners who want their company, their savings and their exit working as one plan.

Book a Strategy Call

Book a Strategy Call

Sound Familiar?

What we hear from business owners.

You grew fast and your setup never caught up.

You grew fast and your setup never caught up.

Profits pile up in the business account with nowhere to go.

Profits pile up in the business account with nowhere to go.

Every recommendation is backed by research, analytics, and measurable insights.

The business is your biggest asset, but it isn’t in your plan.

The business is your biggest asset, but it isn’t in your plan.

With Éclat

What changes when we work together.

The outcomes we plan toward with business owners, and how we get there.

The outcomes we plan toward with ecommerce brands, and how we get there.

A retirement plan built for owners

A Solo 401(k) or cash balance plan set up to shelter more of a big year.

A retirement plan built for owners

A Solo 401(k) or cash balance plan set up to shelter more of a big year.

More room for Roth savings

Mega backdoor Roth contributions where your plan allows them.

More room for Roth savings

Mega backdoor Roth contributions where your plan allows them.

More room for Roth savings

Every recommendation is backed by research, analytics, and measurable insights.

Business and personal tax strategy

Your business moves and your personal plan reviewed together.

Business and personal tax strategy

Your business moves and your personal plan reviewed together.

Business and personal tax strategy

Your business moves and your personal plan reviewed together.

Cash with a job

Clear rules for what stays in the business and what gets invested.

Cash with a job

Clear rules for what stays in the business and what gets invested.

Cash with a job

Clear rules for what stays in the business and what gets invested.

An exit plan years ahead

A timeline for selling or handing off, and a plan for the proceeds.

An exit plan years ahead

A timeline for selling or handing off, and a plan for the proceeds.

An exit plan years ahead

A timeline for selling or handing off, and a plan for the proceeds.

Coverage for the downside

Liability, disability and key-person coverage reviewed.

Coverage for the downside

Liability, disability and key-person coverage reviewed.

Coverage for the downside

Liability, disability and key-person coverage reviewed.

Book a Strategy Call

Book a Strategy Call

Strategies

Strategies we look at for business owners.

Not every strategy fits every situation. On your call we go through which of these apply to you, and what they are worth.

Review mine on a call

Review mine on a call

Solo 401(k) or cash balance plan

Compared side by side for your income.

Mega backdoor Roth

Extra Roth savings through your company plan, when it allows it.

Owner pay and invest schedule

A set paycheck, with automatic investing on top.

Pre-sale planning

Structure and tax planning before an LOI, not after.

Proceeds plan

A portfolio ready before the sale closes.

Services that Fit

Where we usually start.

Every plan is personal, but these are the services that matter most for business owners.

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Financial Planning: Cash Flow & Budgeting

Cash flow, budgets and reserves that run on rules.

See how we can help

Financial Planning: Cash Flow & Budgeting

Cash flow, budgets and reserves that run on rules.

See how we can help

Financial Planning: Cash Flow & Budgeting

Cash flow, budgets and reserves that run on rules.

See how we can help

Book a Strategy Call

Book a Strategy Call

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call