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The Big Four

The Big Four of Business is designed for the entrepreneur or business owner.

How it works

Understanding our approach

Putting all of the pieces of a business together can be really challenging and quite honestly a lonely place. Our team provides you with over 300+ years of combined experience in serving business owners, their businesses and families. Our team of professionals include Certified Financial Planners, Business Strategist, Tax Strategist, Certified Public Accountants, Marketing Professionals, Real Estate Professionals and more. This team will help to provide the clarity, peace of mind and business that you have always desired.

Whether you are an established business or just getting started it is important to master the four key elements of any business. The Big Four is made up of Marketing, Human Capital, Real Estate and Financials.


All revenue begins with marketing. There are no sales or cash flow until someone know that you exist. Therefore we want to begin with our focus on marketing and the relevant numbers associated with marketing. Yes, we said, numbers. Marketing is much more of a “nerd” sport than most give credit. Knowing the key numbers is essential to any good marketing strategy.

  • Your Marketing Budget
  • Client Acquisition Cost
  • Average Revenue Per Client
  • Cost Per Marketing Segment/Acquisition Per Segment


In Jim Collins Best Selling Book, Good To Great, he discusses the importance of putting good people on the bus but also making sure they are in the right seat! Therefore our Big Four Process addresses hiring as well as retaining those good people. Some strategies for maintaining good or key employees:

  • Properly Structured Compensation/Incentives
  • Proper Contracts to include Geographical Boundaries and more
  • Employee Retention Tools
  • Executive Bonus Programs
  • Benefits


Real Estate can be a tremendous wealth building tool. Utilizing your business to purchase real estate can also serve as a great tax management tool and retirement vehicle. The Big Four Process helps a business owner understand how and when this could be advantageous for their business. Things to consider:

  • Are you Bank Ready? Presenting Your Financials
  • Loan Structure and Funding
  • Private Reserve Strategy for Real Estate
  • Leasing Property Back to Your Business
  • Accelerated Depreciation


Most Business Owners didn’t start their business to keep books and look at spreadsheets. They began their business because of a passion or desire for serving others through their business. While this often true a business owner needs to have the proper financial team and financial systems in place to stay out of trouble with the IRS and maintain a growing business. Properly structured financials creates metrics allowing a business owner to know when to accelerate or slow down in key areas. Some areas to consider in Business


  • The Need for Redundant Systems
  • Fraud Protection
  • Sound Tax and Accounting Principles
  • Utilizing ALL Current Tax Strategies
  • Key Performance Indicators
  • No Commingling of Business & Personal Funds
  • Updates to Buy/Sell Agreements and Disability Buyouts
  • Annual Business Valuations Completed

Putting together all of the pieces can be overwhelming but when working with a skilled team in place you can spend more time enjoying your life. If you would like to learn more about The Big Four Package we would like to invite you to a phone call or a visit to one of our offices near you.


Explore our Private Investments

Get more control over your financial life by choosing an investment that aligns with your goals. Our private investments bring you the opportunity to invest in short, mid or long-term investments.