Business Owner Advisory
Helping owners align company value with personal wealth—covering liquidity, succession, and post-exit financial readiness.
Our Services
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Overview
Business owner advisory is about helping you make stronger decisions across the parts of your business that directly shape your financial life. We look at your structure, cash flow, risk, growth plans, people decisions, and long-term exit opportunities so your business isn’t just running but moving in the direction that supports your wealth and your life. It’s about clarity, strategy, and building a business that works for you, not the other way around.
Key Services
Business owner advisory brings strategy, clarity, and direction to the decisions that define your business and long-term financial success.
Our Approach
We follow a structured, data-driven approach to create and execute financial strategies that align with your goals.
1. Assess & Direct: We talk through your goals and situation, then identify the right first step so you have clear direction from the start.
2. Financial Engineering: We evaluate your full financial picture and design a strategy that aligns with your priorities and long-term goals.
3. Precision Execution: We implement the plan with clean coordination across accounts, investments, protections, and structure.
4. Continuous Optimization: We review and adjust regularly so your strategy stays aligned as life, markets, and opportunities evolve.
5. Strategic Partnership: You gain an ongoing advisory relationship that supports smart decisions across wealth, business, and major transitions.
Who It’s For?
We work with Entrepreneurs, Executives, and Specialists who want a coordinated, long-term financial strategy. This includes founders, senior leaders, physicians, engineers, and scientists; people with demanding careers, meaningful responsibilities, and a desire to build clarity and stability for their families and businesses.
Schedule a no-cost consultation!
Secure your financial future with Union Grove Capital's expert Financial Planning services. Contact us now to schedule a consultation.
Our clients' success is our top priority
What our customers feel about our services!
Empowering Your Financial Future
Unlock your full potential with expert consulting and tailored financial strategies.
Whether you're growing a business, optimizing investments, or securing long-term wealth, we're here to guide you every step of the way.
