Strategic Planning for Business Owners Who Think Long-Term

Business Owner Planning

Your business is more than an income source—it’s part of your legacy. At Utica Capital, we help business owners in Tulsa, Edmond, and across Oklahoma integrate their company goals with their personal financial vision.



Our advisors understand the balance between running a successful business and preparing for the next stage of life. From cash flow and succession planning to employee benefits and retirement strategies, we help you manage every piece of your financial picture with purpose and clarity.

Aligning Your Business and Personal Goals

What’s Included in Our Business Owner Planning Services

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Comprehensive Business Financial Reviews

Analyze cash flow, debt, and valuation to uncover opportunities.

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Retirement Plan Setup & 401(k) Guidance

Design plans that attract and retain employees while benefiting your own long-term goals.

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Succession & Exit Strategy Planning

Develop a roadmap for transferring ownership on your terms.

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Insurance & Risk Coordination 

Protect your company’s value and continuity against unexpected loss or disruption.

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Personal & Business Alignment

Integrate your company’s growth with your personal wealth strategy for lasting balance.

Why Clients Choose Utica Capital

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Clients choose us because...

We understand that business owners need more than general advice—they need a team that sees the full picture. At Utica Capital, our advisors bring together experience in entrepreneurship, investing, and financial planning to help you protect what you’ve built and plan for what’s next.

Clients trust us because we:

  • Bridge the gap between business and personal finances.
  • Offer proactive guidance for complex decisions and transitions.
  • Deliver a collaborative team approach with specialized expertise.
  • Focus on strategy, not sales.
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  • Can you help set up a retirement plan for my employees?

    Yes. We help business owners design and manage retirement plans, including 401(k)s and profit-sharing programs, to support both your team and your personal retirement goals.

  • What if I plan to sell or transition my business soon?

    We’ll help you create a clear succession or exit strategy that maximizes value and minimizes tax exposure while ensuring continuity for your employees and clients.

  • Can you coordinate with my accountant or attorney?

    Absolutely. Collaboration is key. We regularly work alongside your CPA and legal team to align every financial decision.

  • Do you work with small businesses or only larger firms?

    Both. We serve a wide range of business owners—from established companies to growing startups—offering customized strategies at every stage.

Frequently Asked Questions About Business Owner Planning

Every successful business starts with a strategy.

Let’s Build a Plan That Moves Your Business Forward