I find that most business owners are so busy working in their business, there’s little time to work ON the business, such as how to increase the value of the biggest asset they own and most likely, that will provide critical retirement income.  7-10 yrs prior to retirement is ideal.   CEOs report that their biggest concern is is Key Employee retention…..the very people that drive revenues can leave to your competitor without the incentive to stay.   Another unique opportunity that business owners often overlook is the tax-efficient transfer of assets from the corporate pocket to the personal pocket.  This leaves much  money on the table.   We can also address critical Business Succession planning in the event of the death, disability, divorce, retirement , etc. of the business owner.  Proper planning yields much bigger profits.  As Houston is the gateway for Latin American business, I’m especially qualified to serve this group, as they prefer the cultural and language connection.