Business advisory is more than consulting—it’s collaborative, long-term support that helps business owners make intentional decisions about growth, structure, risk, succession, and value preservation. Whether you're scaling a startup or transitioning out of a mature company, this service aligns your personal and professional financial worlds.

You are your business—and your business is your future. But without coordinated strategy, key moments like hiring, expansion, or exit planning can become high-risk and high-stress. Business advisory provides a sounding board, a strategy hub, and a proactive plan that ensures you’re not just reacting to change—you’re driving it.

It’s not just about what your business earns. It’s about what it’s worth, how it sustains, and who it serves when you're no longer running it.

Through the Ai Merchantry lens, business advisory is deeply personal. We embed it into our Fractional Family Planning™ process—giving business owners access to insurance strategies, transition planning, and executive protection that connects their business health to their family future.

Our advisory services may include:

Business Continuity & Succession Planning

Buy–Sell Agreement Structuring & Funding

Key Person Risk Mitigation

Owner Exit & Legacy Strategies

Executive Bonus & Retention Plan Design

Coordination with CPAs, Attorneys & Boards

We work with both individual business owners and leadership teams—offering ongoing support that evolves as your company does.

Your business deserves more than spreadsheets and short-term advice. Let’s talk about what comes next—and how to make every decision count toward your long-term vision.