BOSS

Strategic Resources Beyond the Legal Desk

Explore
Business Owners Strategic Solutions (BOSS)

What You’ll Find at BOSS

BOSS is designed for business owners who want to lead with intention—not just react to circumstances. On TheOneBOSS, you’ll discover:

  • Succession & Exit Planning resources to guide you toward a confident transition
  • Strategic insights on business structure, entity formation, and tax considerations
  • Practical advice for acquisitions, mergers, and restructuring decisions
  • Downloadable guides, event notices, and tools for long-term business health
  • Valuation tools

Whether you’re aiming to grow, diversify, or pass the baton, BOSS helps you plan with clarity and purpose.

Visit TheOneBOSS to learn more and take control of your business future.

Schedule a Free Consultation

Clients of The Planning Practice benefit from coordinated support, turning strategic ideas into compliant, customized action plans.

At The Planning Practice, we believe long-term success requires more than legal guidance—it demands vision, structure, and strategic foresight. That’s why David created Business Owners Strategic Solutions (BOSS)—an educational and planning platform dedicated to helping entrepreneurs build businesses that are both resilient and ready for transition. Whether you’re forming your first entity or preparing for a future sale, succession, or restructuring, BOSS offers clear insights, practical tools, and collaborative guidance tailored to your journey as a business owner.

How It Connects to Your Legal Team

As a CPA and attorney, David seamlessly bridges the planning resources found at BOSS with the legal services offered at Wolcott | Rivers | Gates. Clients of The Planning Practice benefit from coordinated support, turning strategic ideas into compliant, customized action plans.We invite you to complement your legal strategy with the expansive insights of Business Owners Strategic Solutions—because running your business shouldn’t be guesswork.