Question 1

What exactly does the Business Owners Council do?

Accepted Answer

BOC is a collaborative advisory council that helps business owners plan and execute successful exits. Rather than working with a single advisor, you work with a curated team — a financial advisor, business attorney, M&A specialist, and tax strategist — all coordinated around your goals and your timeline. We start with a free 30-minute consultation to help you understand where you stand and what your next steps should be.

Question 2

How is BOC different from working with a single financial advisor or attorney?

Accepted Answer

Most advisors specialize in one area — a financial advisor focuses on wealth, an attorney on legal structure. BOC brings together the full team you need under one roof, coordinated around a single plan. That coordination is the difference between a piecemeal approach and a strategy that actually holds together.

Question 3

When should I start working with BOC?

Accepted Answer

The earlier the better. Ideally, business owners start working with us 3–7 years before their intended exit — giving us time to increase business value, reduce risk, and optimize the tax structure before a sale. That said, even if you're 12 months out, we can still make a meaningful difference.

Question 4

What does the initial consultation look like?

Accepted Answer

It's a free 30-minute conversation where we cover three things: where your business stands today, what your exit options are, and what gaps exist between your current situation and your goals. There's no obligation — just clarity.

Question 5

What types of clients does BOC work with?

Accepted Answer

We primarily work with business owners generating $2M+ in annual revenue, medical professionals, high-earning aviation professionals, and high-net-worth individuals. If you've built significant value through your business, BOC was built for you.