Protecting What You've Spent a Lifetime Building
Patriot Business Consultants helps families and business owners in the Raleigh area with estate planning, tax planning, and asset protection — with 45 years of experience and a commitment to education first.
Core Values
Integrity
Candor
Passion
Respect
Results-Driven
Free Resource: The 7-Point Estate Plan Audit Checklist
Not sure whether your estate plan is current? In 15 minutes, this free checklist will tell you exactly where your gaps are — and how urgently they need to be addressed. Enter your email below and we’ll send it to you instantly. No cost, no obligation.
To avoid overpaying on your income taxes, you’ll need:
…or call us at (919) 322-4114
An Experienced, Competent Team
A Tax-Based Cashflow Analysis
Solid, Workable Solutions
Effective, Practical Implementation
New from Rick White, CTS: The Estate Planning Mistake Manual
In 45 years of advising families and business owners, I’ve watched the same preventable mistakes cost real families real money — probate fees that consumed entire inheritances, tax bills no one saw coming, businesses sold at a fraction of their value because there was no succession plan.
This book covers the eight most damaging estate planning mistakes, explained clearly, with real examples and a concrete action checklist at the end of every chapter. Whether you have a plan that needs reviewing or no plan at all, this book tells you exactly what to fix and how.
Available now for $27. Instant PDF download.
The New Reality in Our Retirement
The number one concern of Baby Boomers in retirement is “we don’t want to run out of money.” The New Reality in Our Retirement is an adult education class that covers potential financial threats, now and in the future, and provides students the knowledge they need to build a successful retirement
We know what it’s like to be frustrated with your tax bill…
With over 40 years of experience, our team has helped successful business owners like you keep more of their cash flow, capture lost opportunity cost, and generate more personal wealth from their businesses.
“I finally feel like I’m more in control of my cash flow and have the ability to shift more value of the business to my personal balance sheet. I like the feeling of knowing for sure where things are going.”
— Mike W., Cary NC
“Rick took the time to listen intently and help me think through the best solutions for me. I feel like my business is working for me now, rather than me working for it!”
— Marsha R., Raleigh NC
…or call us at (919) 322-4114
WE ARE WITH YOU IN EVERY STEP
Getting started is simple:
01
Discover Where You’re Overpaying
See in real-time how the
numbers stack up and discover if you’re paying more in taxes than the law legally requires.
02
Determine if We’re the Right Fit
After our brief call together
you’ll be able to determine if
we’re the right fit in developing a solid, workable solution.
03
Keep More of
Your Cashflow
We believe income is taxable & cashflow is plan-able. Keep more of the business-generated cashflow in your personal wealth.