Strategy Built for Protection, Optimization, and Growth

Your Partners for
Tailor-Made
Guidance.

How We Help

Risk & Liability Protection

90

90

90

%*

Percentage of businesses that experience a lawsuit at some point

* The Zebra

Most businesses aren’t ready when it matters most.

We help you stay ahead of costly legal and financial exposure by identifying liabilities before they become problems. From entity structure and contract protections to insurance coverage and compliance strategy, we build proactive defenses into every layer of your business.

Because once you’re in court, it’s too late to prepare.

We’ll help you cover what others overlook.

We spot risks before they cost you. From structure to compliance, we help you protect what matters—before it’s too late.

We help you stay ahead of legal and financial risks by identifying liabilities before they become problems. From contracts to compliance, we build proactive defenses into every layer of your business.

Because once you’re in court, it’s too late to prepare.

Let’s talk

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Operational Efficiency

30

30

30

%*

Percentage of a company’s revenue is lost to operational inefficiencies every year.

* IDC / IBM Research

When your operations run efficiently, everything else scales faster. We design infrastructure that supports growth—not stress.

Operational inefficiencies cost businesses time, money, and momentum. We help you uncover the gaps—those hidden breakdowns in systems, processes, or vendor relationships that quietly erode performance. Through strategic workflow mapping, system integration, and process redesign, we build solutions that increase productivity and protect your profit.

We find what’s slowing you down—and fix it. Smarter systems. Better workflows. Stronger margins.

Inefficiencies drain time, money, and momentum. We help you uncover the gaps—those hidden breakdowns in systems and processes that quietly erode performance. Then we build smarter workflows that increase productivity and protect your profit.

Let’s talk

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Crisis & Continuity Planning

90

90

90

%*

Percentage of small businesses fail within a year if they can’t resume operations within five days after a disaster*

* FEMA

The worst time to plan is during a crisis.
We help you stay ready before it’s too late.

Crises don’t send calendar invites. Whether it’s a cyberattack, lawsuit, leadership departure, or operational shutdown, we help you plan for the moments that threaten your business and reputation.

From contingency playbooks and emergency protocols to communications strategy and leadership succession, we create continuity systems that keep your family and business protected—and prepared to act when every second counts.

Whether you’re planning ahead or already in the thick of it, we help protect what matters—and guide you through it with clarity.

Crises don’t give warnings. We help you plan for what threatens your business—from cyberattacks and lawsuits to leadership exits and shutdowns. With contingency plans, protocols, and succession strategies, we keep your business and family ready to act.

Let’s talk

Next

Tax & Financial Strategy

93

93

93

%*

Percentage of small businesses that overpay their taxes *

* Forbes

Most business owners overpay in taxes—while under-protecting their wealth.
We build smarter structures that do both better.

We go beyond surface-level deductions and work with you to design tax strategies that reduce liability, increase profitability, and protect your long-term interests.

From business structure and income planning to long-term wealth preservation and proactive risk management, every move is intentional—and every dollar has a job. Our strategies are built to serve both your present and your legacy.

Smart tax strategy protects more than money. We help reduce risk, grow profit, and protect your future—on purpose.

We go beyond basic deductions to build tax strategies that reduce risk, increase profit, and protect what you’re building. Every decision is intentional—because every dollar has a job.

Let’s talk

Why Clients Trust Us

  • “Since working with you, I’ve gained more time, more clients—and saved over $100,000 in taxes. I tell everyone you’ve been a godsend.”

    General Contractor, NC

  • “When everything fell apart, you were the only one who showed up for my family. I don’t know what we would’ve done without you.”

    Crisis Client, NC

  • “They didn’t just find inefficiencies—they showed us how to fix them. We cut costs, tightened our systems, and finally feel like we had things under control and could grow.”

    Director of Operations, Family-Owned Business

  • “B+F helped me double the size of my business, almost triple the amount of employees and still found me hundreds of thousands of dollars back in taxes”

    Foundry Owner, AZ

  • “During COVID, my business shut down completely. Patrick stepped in and helped me find tax programs, new revenue streams and an exit strategy that let me retire on my terms.”

    Small business owner, NC

Why Clients Trust Us

Why Clients Trust Us

Why Clients Trust Us

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