Business Owners

Yerba Buena Financial Partners’ specialized services for business owners offer the support you need.


Does your business structure reduce risk and personally benefit you? Have you aligned your affairs to take advantage of available tax-deductible programs?  Is the structure of your business helping to protect your personal assets?  Are you protecting more and more assets annually from liability and creditor exposure?

As a business owner, you’re used to being in charge.  But you may have found that you need assistance with certain financial issues, such as asset management, business tax planning, or risk management.  You’ve worked hard to create your wealth, and now you need a plan for keeping―and growing―that wealth.

Yerba Buena Financial Partners’ specialized services for business owners offers the support you need.  We understand what it’s like to be a small business owner.  We strive to help enhance your success by working with you to reduce tax, limit liability and creditor exposure, and address other business issues he will identify.  This leaves you free to focus on what’s truly important to you: managing and growing your business and enjoying the fruits of your labor.

In addition to the above services, we also provide qualified and non-qualified employee benefit plan proposals and implementation, including:

  • Analysis of current plan(s) versus business owners’ goals
  • Detailed proposal with options
  • Design consultation with actuary and third-party administrator, as needed
  • Implementation of plan
  • Annual review and submission of Form 5500

We understand the complexities, struggles and rewards that come from owning your own business because we’re business owners ourselves.  We’ll work with you to understand your specific situation and needs, and then recommend strategies that are designed to help optimize the success of your business.

Our services for business owners include:

  • Business continuity and transition
  • Tax planning
  • Buy-Sell arrangements
  • Business Overhead Expense insurance