ADVISORY FOR HIGH-REVENUE ENTERPRISES
Protecting the value you've built.
Tax strategy, benefits, capital, and exit planning under one advisory relationship, built for companies that have outgrown piecemeal advice.
Practices
Five practices. One advisory relationship.
Each practice stands on its own. The value is in how they work together, planned by one team that sees the whole company.
- 01Tax StrategyFor a high-revenue company, tax is a strategy question, not a filing deadline.Explore
- 02Benefits & Human CapitalGroup health is the core of our practice.Explore
- 03Wealth & EstateFor many owners, personal wealth and the business are tied together.Explore
- 04Transactions & CapitalA sale or a capital raise is won in preparation.Explore
- 05Asset MonetizationEnterprise value does not have to wait for an exit.Explore
Who we serve
For companies where the stakes are high and the moving parts are many.
Owner-operated companies
Founders and owners who run the business and carry its risk. We align company strategy with personal outcomes.
Multi-location businesses
Companies with teams across sites or states. We bring benefits, payroll, and tax under one consistent approach.
Companies preparing for a sale or capital raise
Businesses with a transaction ahead. We prepare the company early so value holds up under diligence.
Companies that have outgrown piecemeal advice
Businesses with separate advisors for tax, benefits, and capital. We replace the patchwork with one relationship.
How we work
A clear process, and an advisor who stays.
Every engagement follows the same four stages. The last one does not end.
- 01
Discover
We review the company, its structure, and its goals. We find where cost, risk, and opportunity sit.
- 02
Design
We build a plan across tax, benefits, wealth, and capital. Each recommendation has a clear owner and timeline.
- 03
Implement
We put the plan in place with your team and our licensed partners. We manage the details so your team stays on the business.
- 04
Ongoing advisory
We stay on. We review results, adjust as the company grows, and plan the next move.
By the numbers
A firm built around owners.
5
Practice areas under one team
15+
Years advising business owners
$100M+
Annual revenue at the top of our range
250+
Owner engagements completed
Why Guardian
What the relationship looks like.
One firm for tax, benefits, and capital.
Advisors who stay after implementation.
Strategy built around the owner and the company together.
Specialist work coordinated through licensed partners.