01
Owner & Founder Planning
Planning around compensation, concentrated equity, liquidity, ownership responsibilities, and the personal financial decisions shaped by the business.
Business Services
Business decisions deserve personal financial context.
PeakStone helps founders, owners, and organizations bring structure to decisions where ownership, liquidity, workplace responsibility, and long-term stewardship intersect.
The enterprise and the personal plan affect each other.
Business ownership can shape cash flow, taxes, liquidity, benefits, retirement timing, family priorities, and organizational responsibility.
PeakStone helps bring those decisions into a coordinated view, so owners and organizations can evaluate next steps with structure instead of urgency.
Business Service Focus
The questions rarely stay in one lane.
02
Retirement Plan Guidance
Support for plan design, fiduciary review, investment menu structure, and participant experience in coordination with plan partners.
03
Ownership Liquidity
Guidance around reserves, distributions, debt, and liquidity decisions that affect both the company and the owner’s broader plan.
04
Executive & Key Person Planning
Planning for incentive compensation, key-person exposure, succession needs, and continuity risks that deserve careful attention.
05
Transition & Exit Readiness
Preparation for succession, sale readiness, tax-aware liquidity, and the personal planning that should begin before a transaction.
06
Workplace Financial Wellness
Employer-sponsored financial wellness delivered through Compass Workplace, education, and advisor-guided planning access.
For Business Owners & Founders
Coordinate ownership with personal wealth.
For founders and business owners, PeakStone helps connect ownership interests, compensation, liquidity, succession, retirement timing, and family priorities into one planning conversation.
Explore Owner PlanningFor Organizations
Retirement plans and workplace financial wellness.
For organizations, PeakStone supports retirement plan guidance, fiduciary governance, employee education, and workplace financial wellness with a planning-first advisory lens.
Explore Organization ServicesCompass Workplace
A planning layer for employee financial wellness.
Compass Workplace helps organizations offer employees a clearer place to organize goals, decisions, and next steps, with education and advisor-guided access shaped through a consultation-led process.
- Planning tools and guided next steps
- Education connected to real financial decisions
- Advisor access shaped around the organization’s needs
Advisory Method
Structure before action.
- 01
Discovery
Clarify the owner, organization, decision-makers, responsibilities, and financial priorities that shape the work.
- 02
Architecture
Connect ownership, personal wealth, benefits, liquidity, and governance into one planning framework.
- 03
Implementation
Coordinate next steps with advisors, providers, and internal stakeholders so decisions can move forward.
- 04
Stewardship
Review progress and refine the plan as the business, people, and markets change.
When business decisions affect personal wealth, advice should bring structure before urgency.
Find the right business advisory path.
Start with the decision in front of you, whether it involves ownership, liquidity, retirement plans, workplace financial wellness, or the connection between the business and personal wealth.