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Financial guidance for busy professionals and business owners
  • About
    • Deliverables
    • Differences
    • Team
    • Pricing
  • Services
    • Financial Planning
    • Investment Advisory
    • Business Exit Planning
    • Insurance Solutions
  • Blog
  • Contact

Financial Planning
Business Exit Planning
Investment Advisory

Comprehensive and integrated financial strategies for business owners
Are you a business owner? Do you ask yourself

HOW MUCH IS MY BUSINESS WORTH?
SHOULD I SELL MY BUSINESS?

WILL I OUTLIVE MY MONEY?
AM I PAYING TOO MUCH IN TAXES?

You are not alone. Let's make a plan.

What matters most to you?

Your relationships

Your values

Your goals

Your legacy...

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  • Identify what matters most to you
  • Set goals in alignment with people and values that are most important to you 
  • Make a plan to help achieve your goals
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  • Make a decision to act on your plan
  • Implement your plan and commit to the process of ongoing planning
  • Set your plan in motion
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  • Monitor your plan and keep it on track
  • Adjust your plan to changes around you
  • Give yourself a favorable chance to achieve your goals
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You'll have a cohesive plan that's implemented properly and monitored regularly.

Leave the details to us

We'll help you take care of (boring) stuff like...


  • Calculating how much you need to meet your retirement and legacy goals
  • Planning for when, for how much, and to whom you want to transfer your business
  • Minimizing your tax bills

  • Making contingency plans to protect the value of your business
  • Providing executive benefits to attract, motivate, and retain your key employees
  • Making your money last through retirement

  • Making gifts to charities strategically and efficiently
  • Caring for yourself (or your spouse or your parents) in the latter part of life
  • Transferring your estate to your heirs and charities efficiently
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We have seasoned and credentialed advisors to guide you.

Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance products sold separately from and independently of Cultivant LLC or CS Planning Corp.
Form CRS, Privacy Policy, and Additional Disclosures.

info@cultivant.com
206.486.8700 ext. 703
Get started
  • About
    • Deliverables
    • Differences
    • Team
    • Pricing
  • Services
    • Financial Planning
    • Investment Advisory
    • Business Exit Planning
    • Insurance Solutions
  • Blog
  • Contact