We have worked with many business owners and understand the challenges and opportunities we have to assist them in growing and protecting their businesses. In fact, one of the things we most often hear from business owners is, “It feels lonely at the top.” As they say, heavy is the head that wears the crown.

Evergreen Business Survey

In our experience, the business owners we work with have typically traversed the following timeline:

Starting the Business Phase
A great idea does not a business make. Businesses need structure, and most owners of new businesses need counsel on that structure.

For example, how will you protect personal assets and find tax efficiencies? Should you register as an LLC, S-Corp, C-Corp or Partnership? 

Surrounding yourself in the early stages of the business with qualified wealth and insurance advisors provides you with the start you need to minimize long-term risk. The team at Evergreen can act as the hub of this network, working with your existing resources, or introducing other professionals that are part of our professional network. 

Success and Growth Phase
Once those start-up scares are a distant memory, and you’ve encountered new opportunities and challenges, how will you continue to grow the business? Have you developed a management structure that allows you to step away from the day-to-day? Are your personal affairs in order, and are you ready to start building wealth outside the business? We can help you draft an estate plan, implement key employee compensation strategies and improve employee benefits to strengthen your business.

Business Transition Phase
There are many different ways to transfer your business to the next owner, but few people understand the nuances of each. The team at Evergreen does, and we can walk you through the emotional decisions associated with transitioning your business.

Post-sale Retirement
What will you do with your time? Business owners’ lives are usually consumed with work, and many find they have a void that’s hard to fill when the time comes to call it quits. We’re here to guide you through those early adjustments and help you settle in to your new normal.

Our team has the know-how to assist business owners at each stage of the timeline. And because Evergreen works collaboratively as an ensemble, we’ll bring in the right individuals within our firm to help with:

  • Financial planning
  • Business exit planning
  • Risk management (life insurance, long-term-care insurance)
  • Deferred compensation plans for key employees and executives
  • Security-backed personal lines of credit
  • 529 plans


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