Running a business comes with more opportunity and more responsibility. It also means every decision carries more weight—because more is at stake.
Your personal finances and your business finances weave together in a way that makes traditional planning feel incomplete. Leslie Stedman Group was built precisely for this intersection: a specialized team that brings coordinated strategy to the lives of business owners who want their hard work to translate into lasting personal success.
Our three-person team works closely with you over time, learning how your business works, what drives you, and what you’re building toward.
Most business owners prefer to hand off the planning so they can focus on running (and growing) the company. We take that role seriously—keeping your plan moving with clear next steps, plain-language explanations, and a steady eye on everything that connects your business and personal world.
Working with your other professionals
As a business owner, you already have key people in your corner: an accountant who knows your numbers, and a lawyer who understands your structure and agreements, etc. The challenge is that those pieces don’t always connect automatically. We help bring everyone together so your tax planning, corporate structure, insurance, and personal financial plan are aligned and moving in the same direction.
That means fewer back-and-forth emails and fewer decisions made in isolation. With your permission, we coordinate directly with your accountant and lawyer, share the right information at the right time, and help translate strategy into action, so you get one cohesive plan instead of three separate opinions.
An approach that works with the rhythm of your business
Owning a business is deeply personal. Your choices affect your family, your lifestyle, your future independence, and often your employees as well. You need a business financial advisor who sees the whole picture—not just the corporate strategy or the personal side, but how those two constantly shape each other.
We start by understanding your goals and how your business supports them. From there, we coordinate every part of your wealth life in one place: taxes, estate planning, insurance, investments, cash flow, and documentation. When everything connects, decisions become clearer and far less stressful.
Tax-efficient strategies that protect what you’ve built
Taxes can quietly erode both business value and personal wealth if the pieces aren’t carefully aligned. We help you structure income, dividends, retained earnings, corporate investments, and compensation in a way that supports long-term goals—not just this year’s tax bill. You get practical tax planning, explained simply, with steps you can implement immediately.
Managing risk with intention
Every business comes with uncertainty. We help you prepare for the unexpected with insurance strategies that protect ownership, key people, income, and future transfer plans. Coverage is never about product—it’s about fit, function, and making sure the business you worked so hard to build stays resilient.
Planning for transitions—on your timeline
Succession, sale, or step-back planning doesn’t happen overnight. We help you prepare early, model outcomes, and create options, so you remain in control of the future. With a long-term lens and a relationship that grows year after year, we’re able to spot opportunities and risks early—before timing forces your hand.