Business Ownership Solutions

Personalized Strategies for Your Business Journey

At Centric, we understand your business is more than a balance sheet-it’s your legacy, your family’s future, and a reflection of years of dedication. Our clients tell us they want more than just advice-they want a partner who listens, communicates clearly, and puts their interests first. That’s why we deliver transparent, fiduciary guidance tailored to your unique journey as a business owner.
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business owner

Building and Growing Your Business

You’ve worked hard to build something meaningful. We help you keep it growing with:

Strategic Business Planning:

We work side-by-side with you to develop actionable strategies for growth, efficiency, and sustainability.

Tax-Smart Business Structures:

Our integrated tax planning minimizes liabilities and leverages industry-specific credits and deductions.

Attract and Retain Talent:

Design compensation and benefit plans that support your team and your bottom line.

Protecting What You’ve Built

Unexpected events shouldn’t threaten your life’s work. Centric’s risk management approach includes:
  • Comprehensive insurance planning, including key person and liability coverage
  • Contingency and continuity plans to keep your business running in any scenario
  • Protection for intellectual property and other valuable assets

Succession and Exit Planning-With No Surprises

Most business owners want to exit on their own terms-but few have a clear, actionable plan. We provide:

Succession Planning:

Identify and prepare the right successors, whether family, key employees, or third parties.

Business Valuation:

Get a clear, market-based assessment of your business’s worth-no guesswork, no surprises.

Exit Strategies:

Structure transitions to maximize after-tax proceeds and ensure your legacy continues.

Contingency Planning:

Prepare for the unexpected with flexible, well-documented plans.

The Centric Client Experience

Our clients say working with Centric means:
"They’ve helped us level up our company and given us real future financial security for our business and family!"
– Jessica Veal
"Centric takes great care of their customers and explains in great detail how they can help your family or your business."
– Regina Kim
"I trusted William Giffen and Centric Wealth with my 401k and stocks after I left my full-time job to pursue my own business, and they were extremely hands on."
– Ricky Amell
"One on one experience to talk business with Oscar has been great; he gave advice based on my personal goals and made me feel I made the right choice."
– Christian Ayala
"Centric is a highly professional and informative business; Eric and Joe answered all my questions and gave me guidance moving forward."
– Vivian Zoch

What Sets Centric Apart

Transparent, Straightforward Advice:

No hidden fees. No pushy sales. Just honest, clear explanations and strategies you can trust.

Personalized Attention:

We take time to understand your goals, your challenges, and your vision for your business and family. Our clients consistently praise our responsiveness and the peace of mind they feel knowing we’re always in their corner.

Holistic, Integrated Planning:

Your business and personal finances are deeply connected. We coordinate every piece-taxes, succession, risk, and wealth-to help you avoid surprises and make confident decisions34.

Take the Next Step

You deserve a partner who listens, educates, and advocates for you-never one who pushes products or leaves you in the dark. Let’s build a relationship based on trust, transparency, and your success. Contact Centric today to schedule a consultation and experience the difference of truly personalized business ownership planning.

Live Your
Best Life

Our planning services will take you through a process that begins with your concerns and needs. We will listen first and recommend second. Once we have a plan in place, we will monitor & adjust so that as life happens, you stay on the right track.