Business advisory at K&K is the coordination layer between your business and your personal financial life: enterprise value, exit structure, owner tax strategy, and post-exit wealth on one plan. Your CPA, attorney, and banker stay in place. We quarterback the work between them.
Inside our Virtual Family Office model, business advisory is one of six disciplines. The vetted VFO network of 80–100+ specialists sits behind the coordination layer, so when a step calls for a valuation firm, investment banker, deal attorney, or ESOP specialist, the right person comes to the table.
Cleaner books, tighter cost structure, recurring revenue framed correctly, owner-dependence reduced, customer concentration addressed. Each lever shows up as basis points on the multiple when a buyer is doing the math. For owners without an exit timeline, the same work pays in lower year-over-year tax leakage and a business that's actually transferable.
Three connected practices sit under business advisory.
- Exit planning. Valuation coordination, value-creation roadmap, deal structure, capital-gains mitigation runway, and the post-close personal plan. Most of the dollar impact lives in the 24 months before a letter of intent.
- Succession planning. Family vs. non-family transitions, leadership development, ownership-transfer timing, and buy-sell coordination. The 5 D's (death, disability, divorce, disagreement, distress) trigger unplanned transitions; proactive succession addresses all five.
- Employee benefits planning. Retirement-plan design, key-employee retention, and benefits structured as enterprise-value drivers, not compliance line items.
Bookkeeping coordination, document analysis, modeling, coordinated alongside your existing CPA and finance team. They empower the people you already have; they don't replace them.
Owners running operating companies at $2M+ revenue with personal earnings typically $500K+ (a guideline; equity, real estate, or upcoming capital events qualify too) who are 5 to 10 years from a planned transition, running a growth-stage business with no exit on the horizon, or watching a baby-boomer-era industry shift reshape multiples. The shared thread: a CPA, attorney, and banker doing good work in their lanes, and a need for a quarterback running the layer between them.
Not the right fit if you want a business broker (we don't sell companies), a formal valuation opinion (specialists do that), or a consultant who'll write a plan and walk away.
How business advisory connects to the rest of the plan
Selling a company triggers the largest tax event of most owners' lives, so exit planning runs alongside advanced tax planning for years. The proceeds become the new foundation of the household balance sheet, so wealth management has to be designed before the close. Estate and legacy planning determines which dollars sit where on transition. Risk mitigation keeps the plan intact through partner death, disability, or disagreement. For the persona-level view, see for business owners.
A traditional business advisory firm consults on operations, growth, or a single transaction. K&K's practice coordinates enterprise value, exit and succession strategy, employee benefits, and productivity tools alongside your tax, wealth, estate, and risk plans. Your CPA, attorney, and banker keep their seats; we run the layer between them.
No. K&K does not perform formal valuations and does not act as a business broker or M&A advisor. Credentialed specialists in our VFO network handle valuations, deal structuring, and transaction execution. K&K coordinates the work and keeps the integrated plan aligned with the deal.
Before you think you need to. Exit readiness is really enterprise-value readiness, and the levers that move a multiple (clean books, reduced owner-dependence, recurring revenue, fixed customer concentration) take seasons to show up, not weeks. Inside business advisory we start that work whether or not a sale is on the calendar, so the business is transferable on your timeline, not a buyer's.
Exit planning is built around a capital event, often to an outside party. Succession planning is built around the transfer of leadership and ownership, often within a family or to a management team. The work overlaps significantly; most clients need both threads coordinated.
Timing and sequence. The bottleneck is rarely talent; it's that each advisor acts on their own clock. We get strategies to your CPA ahead of filing deadlines, brief your attorney before drafting starts, and loop your banker in early enough that the deal structure matches the tax and estate plan instead of fighting it.
The discovery call is a conversation, not a sales pitch.
or call (804) 372-8307. Based in Richmond, Virginia. Serving clients in all 50 states.
