Tailored Strategies for Business Owners

Running your business is both a joy and a challenge that deserves careful planning and expert guidance. At Merit, we work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them. And when it’s time to retire, you can do so with confidence and clarity.

Navigate Your Success With Us

Running your business is an exhilarating journey filled with triumphs and trials, demanding careful navigation and seasoned guidance. At Merit, our dedicated team of financial advisors is committed to partnering with you every step of the way. We delve into the intricacies of your business operations, identifying unique challenges and untapped potentials to design personalized strategies. Our focus extends beyond mere financial management; we specialize in planning strategies, tax reduction techniques, savings plans, efficient cash management, strategic credit line utilization, and more.

But our support continues beyond there. As you prepare to transition, you can rely on our team of Certified Business Exit Consultants™ to guide you through the intricacies of selling your business so you can have confidence in your financial future. Let us empower you to embrace the joys of entrepreneurship while effectively navigating its complexities. With Merit, your business isn't just a venture—it's a legacy in the making.

Our Offerings

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Business Valuation

Understand the true value of your hard-earned business with our comprehensive business valuation services.


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Corporate Retirement Plans

Reduce taxes and set aside funds for retirement by instituting 401k or profit-sharing strategies tailored to your needs.

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Business Exit Consulting 

Sell your business on your terms, partnering with a team who can help you in that transition.

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Employee Education

Empower your team with education on retirement savings, offering them unique, empowering employee benefits.

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Tax Mitigation Strategies

Gain insights on how to mitigate taxes effectively, preserving your wealth for a comfortable retirement.


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Investment Banker Connections

Merit connects you with reputable investment bankers who specialize in business transitions to guide you through this season.

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CPAs and Estate Planning

Leverage the expertise of our CPAs for strategic financial planning and comprehensive estate planning services.

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Cash Management Solutions 

Design a strategy based on liquidity and cash flow needs to optimize how your corporate cash works for you.

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Why Choose Merit

With our experienced team by your side, we will be your dedicated partner throughout the entire process. From strategic planning to negotiating the best terms, we are committed to helping you make informed decisions and set the stage for a confident retirement.


Financial Planning Checklist for Business Owners