Business Owners & Entrepreneurs

Smart, informed financial decisions to help your business thrive.

We’re helping you put the pieces together from pre-liquidity planning all the way through execution and closing. Before the transaction, we’re here to help you develop a comprehensive, personalized strategy aimed towards maximizing asset value. And after the transaction is complete, we’re right there with you offering informed recommendations about deal structure, valuation opportunities, and tax considerations.

We’re able to coordinate with a large network of third-party professionals to give you guidance on M&A advisory services, private equity and debt financing, risk management, estate planning, and tax management.

Special Services for Business Owners

Certified Exit Planning Advisory

We’re able to plan a multi-year approach to improving the efficiency of your business through a Certified Exit Planning Advisor on our team. We keep everything in mind when helping execute a monetization event, from your family dynamics to your best interests when it comes to tax and control.


Connecting all the pieces

We are passionate about helping our clients find the resources they need to make their businesses successful. Whether your plan could benefit from referrals for cash management services, business evaluation, or even private jet services, our clients enjoy our referrals and reviews as a complimentary piece of our planning process.

Financial Planning

You hand us the puzzle, we’ll hand you solutions. We take a comprehensive approach to Financial Planning, helping you not only discover but also clearly define your financial goals. Along with probability-of-success scores for your goals we provide you with guidance and recommendations on how to work toward improving them.

Wealth Management

At Puzzle, we’re free to seek solutions all along the spectrum. In addition, our clients gain access to strategies of Toroso Asset Management. Because of this, we’re able to provide you with extended strategies for equities, fixed income, and alternative investments.

CPAs, Estate Planning, Attorneys & Insurance Solutions

We became independent because we value honest advice above everything else. If you already have a specialist you prefer, bring them to the table so we can collaborate on the best solutions for you. Our cloud-based vault for your important documents means we’re able to provide safe, secure access to all necessary parties.

How can we serve you?

Let's get started.

Our independent advisors begin by meeting with you to find how the pieces of your financial puzzle fit together.

Please provide the following information so that we can schedule a meeting.