Revolve 8 Business
Revolve 8 Business is our integrated approach to managing the financial complexities of business ownership and executive leadership. By connecting key business and personal financial factors, we create clear, efficient strategies that align your professional decisions with your personal goals. Leveraging our team’s expertise, collaborative culture, and advanced planning tools, we help you make confident choices that support both business growth and long-term financial success.
Financial Planning & Organization
Integrating business and personal finances to create action-oriented plans, assess cash flow, and connect today’s decisions to tomorrow’s goals.
Employee Benefits
Designing and managing competitive healthcare, retirement, and incentive packages that attract, retain, and reward talent while aligning with owner and executive needs.
Tax Planning
Tailored strategies to reduce tax liability for owners, executives, and businesses, in collaboration with trusted tax advisors.
Risk Management
Identifying and mitigating business and personal risks with comprehensive insurance solutions, from property & casualty to executive coverage.
Business Continuity
Preparing for the future through succession planning, disaster recovery, restructuring strategies, and generational transition planning.
Legal & Compliance
Partnering with legal and HR experts to address compliance, liability, and workforce management, acting as an extension of your HR team.
Lending
Connecting you with lenders and structuring competitive financing solutions that align with your business and personal objectives.
Cash Management & Investing
Managing liquidity and building portfolios that balance business needs with long-term investment growth.