The Tri-Fecta Strategy™
Advanced coordination between business structure, tax strategy, asset organization, and legacy planning.
For established business owners who need more advanced coordination. The Tri-Fecta Strategy aligns your entities, your tax plan, your assets, and your legacy into one annual strategy roadmap.
By application · Pricing shared privately after review
Established owners ready for one coordinated, advanced strategy — not a stack of disconnected services.
Strategy in pieces is strategy with gaps.
We coordinate the full picture into a single, documented annual roadmap.
What's included
- Family LLC strategy
- Operating / management entity strategy
- Corporation strategy
- Family trust coordination
- Accountable plan implementation
- Augusta Rule evaluation
- Hiring children / family strategy where legally appropriate
- Business banking structure
- Payroll strategy
- Bookkeeping alignment
- Tax planning
- Asset-transfer planning in coordination with legal professionals
- Corporate compliance systems
- Annual strategy roadmap
Apply for the Tri-Fecta Strategy
The Denise Givan brand is your front door. Tell us what you need and we'll route you to the right work — you don't have to figure out which internal team handles it.
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