You've got advisors. But is anyone connecting the pieces?
Each one sees a slice. Nobody sees the whole thing. That's the gap that costs family business owners the most.
Four advisors. Four slices. No whole.
None of them are doing a bad job. They're each doing a partial one, and the gaps between them are where the money and the certainty leak out.
Your tax advisor
Your accountant
Your financial planner
And you
One vision. One plan. One team.
The RDA Finance Team is built on an approach we call Connected Advice. Your business, your tax, your wealth, your family's future and your exit plan — managed together by one team that holds the full picture.
Not a folder full of reports from people who've never spoken to each other.
The seven stages
Every owner sits somewhere on this path. You don't skip stages — you finish the one you're on, and the next becomes obvious.
Know your numbers
Monthly reporting, cash flow visibility, and your real profit — not revenue. Nothing else works until this does.
Protect the base
Tax structure reviewed, compliance clean, a 90-day cash reserve. You stop being one bad quarter from a problem.
Clear the noise
Too many entities, too many costs, margins eroding quietly. We strip it back to what earns its place.
Build the engine
Pricing, capacity, hiring and systems, so growth is something you steer rather than survive.
Own your wealth
Pension funding and property restructuring, so your wealth exists outside the company as well as inside it.
Plan the exit
Valuation, buyer readiness and the structuring that has to happen years ahead — whether you sell or hand over.
Leave a legacy
Succession documented, wealth transferred, the family protected whatever happens. One plan for everything.
For the first time in fifteen years, I actually understand my own accounts. Dan sees how the business and the family connect. That's what nobody else ever did.
You don't need to guess which stage you're on.
The health check places you on the seven stages and tells you which connections are missing. Eight questions, two minutes, no email required.
Take the health check →
See how the pieces connect for your business
One call. Dan will show you where you sit on the seven stages and which connections are missing. No obligation.
Who's Watching The Money?
Real conversations about what happens when nobody connects the pieces.
Listen now →Start with the whole picture
Twenty minutes with Dan. He'll tell you which pieces nobody is connecting and what it would take to join them up. No obligation.
Book a 20-minute call with Dan →