Who We Serve
Built for business owners who have built something.
You built your business. Now build the financial life around it. Stone Pillars specializes in serving business owners across Franklin, Brentwood, and Williamson County.
Your Situation
The unique financial life of a business owner
Most financial advisors are built for W-2 employees. Business owners have a fundamentally different financial life: illiquid equity, variable income, overlapping personal and business finances, and an exit that could define your entire financial future.
- Exit strategy and pre-M&A planning
- Business valuation and value enhancement
- Buy/sell agreement review
- Business owner retirement plans (SEP, Solo 401k, Cash Balance)
- Tax strategy for business owners
- Post-exit wealth management
- ESOP and 1042 transaction guidance
Franklin, Tennessee
Leave your information. We will reach out.
No pressure, no pitch. Leave your details below and a member of our team will be in touch within one business day.