Business Advisory Services

Strategic Financial Planning for Business Owners & Entrepreneurs. From start-up to exit, Blue Skye helps you protect your business, reduce taxes, and build wealth inside and outside your company.

What We Offer

Business Owner Financial Planning

  • Protect your income, your company, and your family with strategies that grow with you.
  • Tax-efficient income structuring
  • Business continuation planning
  • Personal wealth extraction from the business
  • Risk protection (Key Person, Buy-Sell, etc.)

Employee Benefits & Retention Strategy

  • Design benefit plans that attract, protect, and retain your best people.
  • Group health, life, disability, and dental
  • Retirement plans (401k, SIMPLE IRA, DB/PS Plans)
  • Voluntary and executive benefits
  • Compliance and onboarding support

Exit & Succession Planning

  • Plan for your next chapter—whether that’s sale, succession, or legacy transfer.
  • Valuation readiness
  • Buy-sell agreements
  • Tax-optimized business sale
  • Legacy transfer strategies

Advanced Tax Planning & Entity Structure

  1. Reduce taxable income, increase retained earnings, and structure smart.
  2. Entity optimization (LLC vs S Corp vs C Corp)
  3. Section 199A and other deduction strategies
  4. Deferred comp and nonqualified plans
  5. Work with CPA network or internal accountant

Virtual Family Office for Business Owners

  • When your life and business are intertwined, you need coordination.
  • Full wealth planning integration
  • Legal, tax, financial, and estate under one strategy
  • Ideal for high-income solo or founder-led businesses