Small Business
Small Business Planning
The Keys to Success
At Johanson and Yau, we handle the full array of financial planning and wealth management needs for small business owners.
Our corporate retirement services include evaluating, designing, and administering the most optimal tax-qualified retirement plans for your business, including:
- IRAs
- SIMPLE Plans
- Profit-Sharing Plans
- Cash Balance 401(k) Plans
We also offer comprehensive business continuity planning, including:
- Key Person
- Buy/Sell Agreements
- Disability Buy-Out
- Succession Planning
Are you a small business owner that has questions about your financial strategies? Let’s get your questions answered.
Client Education

Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Learn More

Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More

Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Learn More