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The way your business is set up decides how much of it you keep.

WHAT WE DO · STRUCTURING

Most owners picked their entity when they opened, filed the paperwork and never looked at it again. The business grew. The structure didn't.

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Where it shows up

“The business grew. The structure didn’t.”

That gap shows up everywhere: how you pay yourself, how much tax you pay on that pay, who owns what if a partner leaves, and what a buyer will see when you sell.

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We look at all of it together.

What we work through

  • Entity setup and whether it still fits the business you run today

  • Owner compensation: the split between salary and distributions, and why it matters

  • Ownership and partner agreements, including what happens if someone dies, becomes disabled or wants out

  • Separating what the business owns from what you own

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We do this with your CPA and attorney in the room, so the plan actually gets put in place.

The Phelix Model: structuring, financial ecosystem, tax strategy and exit planning working as one plan, with your CPA and attorney at the table

The first conversation is free and takes 30 minutes. Bring your questions. We'll tell you what we see.

Phelix by the numbers: 500+ families and business owners served, clients in all 50 states, 15+ years of combined experience, 21 years of Navy leadership

By the numbers

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