Consulting Services for Business Owners and Key Decision-Makers
Business owners often have most of their net worth tied to the business, yet many financial decisions are made in isolation. Retirement plan design, shareholder compensation, business valuation, succession planning, tax planning, executive benefits, and personal wealth management should work together.
Rasmussen Capital Management provides consulting services designed to help business owners make more informed financial decisions across both the business and personal balance sheet.
Business Financial Insight Reviews
We help owners translate financial statements into useful planning information. This may include reviewing profitability, cash flow, working capital, debt structure, industry benchmarks, key performance indicators, and financial trends that may affect business value and owner planning.
Retirement Plan Review and Design
We help business owners and plan sponsors evaluate whether their retirement plan is properly designed, cost-effective, competitive, and aligned with owner, executive, and employee goals. This may include reviewing plan design, fees, investment options, participant outcomes, fiduciary process, and tax-planning opportunities.
Executive and Key Employee Planning
We help business owners evaluate strategies that may improve retention, reward key employees, and coordinate executive benefits with long-term wealth planning.
Shareholder-Employee Compensation Review
For S corporation and C corporation owners, compensation can create tax, valuation, and compliance issues. We help owners evaluate and document reasonable compensation as part of broader business and tax planning.
Business Valuation Advisory Support
We help owners understand business value for planning purposes, including succession, partner buyouts, estate planning, gifting, shareholder disputes, retirement readiness, and exit planning.