Financial Planning for Business Owners | Boise, ID
Align your business and personal finances
As a business owner, every choice you make affects your future. Let’s create a plan that supports your life beyond the business—while making your company stronger in the process.
You are your business. But you’re more than that, too.
It’s easy to pour everything into your business and forget to protect your own financial future. Questions like, “Should I reinvest or take a salary?” or “How do I prepare for a sale?” can weigh heavily. We help bring those questions into focus.
Run your business. Lead your life. Know they’re working together.
We bring personal and business planning into alignment so you can:
- Make confident decisions about reinvestment, compensation, and tax strategy
- Prepare for a successful sale or succession
- Be ready for unexpected offers or opportunities
Integrated financial guidance for business owners
Here’s how we support you:
- Business Exit Planning: Understand what your business is worth and how to prepare for transition
- Reduce your overall burden with intentional coordination between personal and business finances
- Compensation Strategy: Structure income in ways that benefit your family, not just your balance sheet
- Stewardship Conversations: Consider how your business success can support your greater life mission
Built by someone who gets it
At Pivot, we’re not just number crunchers. We’re sounding boards, strategic thinkers, and advisors who care about your whole life. We help you bridge the gap between being a business leader and a financially secure individual.
Let’s make a plan for you and your business
Talk with us about your business and goals
Build a coordinated financial plan that includes both your company and household needs
Walk forward with clarity and confidence, knowing you’re not doing this alone
Business owners deserve more than siloed advice
When your CPA, advisor, and attorney aren’t on the same page, you’re left trying to fill in the gaps. Our approach helps unify your strategy and frees you to focus on leading.
Clarity for your whole financial life:
- Pay yourself wisely and confidently
- Protect your family and your future
- Build personal wealth alongside business success
- See your business as a tool for long-term impact
- Clearer financial decisions