Trusted by 108+ clients across industries
Build a stronger business. Protect what you’ve built. Prepare for what’s next.
You’ve built a profitable business. Exponent helps connect your tax strategy, key people, business protection, and personal financial goals—so you can make clearer decisions today and prepare for your future on your terms.
Trusted by 108+ clients across industries
Too much still depends on you
The business may be strong. The plan around it may not be.
Running a profitable business takes your attention. Tax planning, key employee retention, business protection, and your own financial future can end up being addressed separately. The challenge is making those decisions work together.
-
Tax planning starts too late
Important tax decisions are often reviewed after the year is over, when many planning opportunities may already be limited.
-
Too much depends on a few key people
Losing one employee, partner, estimator, project manager, or operations leader could disrupt customers, productivity, and profitability.
-
Too much still depends on you
Critical relationships, decisions, and operating knowledge still run through you.
-
Your next chapter needs a plan
You may want to grow, step back, transfer the company, or sell—but there is no coordinated roadmap yet.
Built for owners of operating businesses
For profitable business owners preparing for what’s next
We work with owners of profitable, privately held businesses who want to protect their company, retain key people, address their tax burden, and align business decisions with personal and family goals.
-
Construction -
Family-owned businesses -
Manufacturing -
Industrial Services -
Skilled trades -
Transportation and Logistics
Common starting points
Start with the issue that matters most right now.
-
Tax Advantage Plan™
Move beyond year-end compliance and identify proactive tax-planning opportunities across your personal and business financial picture.
Explore the Tax Advantage Plan -
Leadership Share Plan
Help reward and retain the key people who contribute to your company’s success.
Explore the Tax Advantage Plan -
Secure Path 360°
Plan for unexpected events that could affect business ownership, leadership, and your family’s financial security.
Explore the Tax Advantage Plan -
The Value Gap Blueprint™
Understand what your business may be worth, what could hold back its value, and how to strengthen it for a future ownership transition.
Explore the Tax Advantage Plan
Exponent services
One business. Every critical decision connected.
Business challenges rarely stay in one lane.
A tax decision can affect cash flow. A retention problem can affect company value. A transition plan can affect employees, ownership, family, and financial independence. Exponent brings these decisions together through a coordinated set of planning services.
Category 01
Tax Strategy & Capital Efficiency
Tax Advantage Plan™
Identify and quantify proactive tax-planning opportunities across personal and business financial information.
Tax Planning Strategies
Evaluate business structure, owner compensation, cash flow, and planning opportunities in coordination with tax and legal professionals.
Private Reserve Strategy
Build accessible capital that may support opportunities, emergencies, equipment, vehicles, property, and other major purchases.
Category 02
Business Value & Performance
Category 03
Key People & Leadership
Category 04
Business Protection & Benefits
Category 05
Transition & Succession
Category 06
Financial Independence & Legacy
The business owner’s advocate
You may already have advisors. But is anyone looking at the full picture?
Most established business owners already have a CPA, attorney, financial professionals, insurance specialists, and an internal accounting team. Each may be doing valuable work.
But when no one is coordinating the full picture, important decisions can remain disconnected.
Exponent helps connect:
- The business
- The owner’s personal wealth
- Taxes and cash flow
- Key employees
- Risk and protection
- Succession and transition
- Family and long-term goals
“We do not replace your trusted advisors. We help their work support one coordinated strategy.”
You do not have to organize everything before contacting us.
Many owners delay important planning because the information is spread across accounting systems, emails, advisors, and internal teams.
Start by telling us what is happening.
If there is a fit, our team will explain what is needed, help organize the process, and coordinate with the appropriate people.
Why business owners choose Exponent
Not another disconnected advisor.
-
Individualized planning
Your company is not a template. Your strategy should not be one either.
-
One coordinated view
We evaluate the relationship between the business, people, risk, taxes, value, and the owner’s future.
-
Real people
You work with a team that responds, follows up, and helps keep the process moving.
-
Thorough analysis
Recommendations are supported by relevant information, financial analysis, and scenario modeling.
-
Ongoing support
Depending on the engagement, we help coordinate implementation and future reviews.
One team around the owner
Business strategy requires more than one perspective.
Exponent brings together business-owner planning, financial analysis, risk management, operational support, and advisor coordination within one client-focused process.
Use the previous and next buttons, the arrow keys, or swipe horizontally to explore the team.
George Abboud
CEO & Co-Owner
Christopher Bourgeois
President & Co-Founder
Sami Abboud
Vice President
Adela Tischina
Director Of Operations
Nicholas Prangner
Director Of Financial Planning
Leslie C.
Client Service Professional
Jose Alvarez
Client Services Coordinator
Aileen
Role?
Jason Lee
Vice President
Lauryn Wild Powell
Marketing Associate
Doug Gibson
Vice President
Tracy
Role?
Kevin Caballaro
Vice President
Aaron Hevle
Director of Finance
Business Owner Insights
Clear answers for decisions that cannot stay unresolved.
FAQ
Questions? We’re glad you asked.
Exponent helps business owners coordinate decisions across tax strategy, key people, company value, risk, succession, and personal financial goals. We bring these areas together through one connected planning process.
We work primarily with owners of profitable, privately held operating businesses where employees, customer relationships, cash flow, company value, and daily execution all matter.
No. Exponent focuses on proactive tax strategy and planning coordination. Your CPA or tax professional continues to prepare and file your tax returns.
No. We work alongside your existing CPA, attorney, financial professionals, and other trusted advisors. Our role is to coordinate their work around one connected strategy.
No. Start by telling us what is happening in your business. We will review the situation, identify the relevant starting point, and explain which areas may need to be coordinated.
No. You can begin the conversation with the information you already have. If there is a fit, our team will explain what is needed and help organize the next steps.