Business Owners

Your business and personal finances deserve a plan that works together.

As a business owner, your personal and professional finances are closely connected. Decisions about cash flow, retirement plans, taxes, and succession all affect not only your company’s success but also your long-term wealth. At Johanson & Yau, we provide guidance that integrates your business with your broader financial goals — from designing tax-efficient retirement plans to planning for an eventual transition. Our role is to help you make confident decisions today while building lasting value for tomorrow.

Questions You Might Be Asking

We bring decades of tax and financial planning experience to every conversation. We help you connect your business trajectory with your personal goals—whether it’s through strategic compensation planning, succession strategies, or legacy design. It’s a full-picture approach, delivered by one cohesive team. We help business owners navigate questions like:

How can I take money out of the business in a tax-efficient way?
Am I maximizing retirement plans like cash balance or SEP IRAs?
What’s my exit plan—and is it aligned with my personal goals?
How do I protect my family and business if something happens to me?
What’s the right structure for my next phase of growth?
How do I coordinate estate planning and business succession?
How can I create a giving strategy that aligns with my business values?

Common Goals We Help You Pursue

Reduce tax liabilities
Design exit or succession plans
Implement cash balance plans
Diversify personal wealth
Protect business and family
Align legacy with values

Integrating Your Wealth Picture

Retirement Plan Consulting

Business Planning

Succession Planning

Exit & Transition Strategies

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Turn Your business’ success into personal freedom. 

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Who We Serve

From tech professionals to business owners, discover the people we help and the problems we solve.

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Our Approach

Our approach is personal, practical, and built around your life—not just your assets.

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Wealth Services

Get to know our approach to financial planning, investment management, and equity compensation strategies.

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