Business Consulting

All too often, business owners get so caught up in the day-to-day activities of running a business that they overlook the reasons they got into the business in the first place – to provide a stable lifestyle for themselves and their families.

Our mission is to help business owners focus on the important tasks of being in the business without the worry of unknown risks and liabilities that can kill the livelihood of the business and the business owner. Our professional planners help business owners tackle the intricacies of business planning, making sure all potential risks have been identified and addressed.

Again, our business planning model brings leading industry specialists from all areas of the business planning arena around one table to seamlessly assist our clients in this complex process.

We offer state-of-the-art programs that help business owners identify the six mistakes that can kill even the most successful business. These programs can be presented one-on-one or in a group setting. Our business risk barometer helps business owners apply the checklist of action items to their own business and identify areas for improvement. Once areas for improvement have been clearly identified, our professional business advisors and attorneys will visit with the business owners about their options for enhancing their current financial situation.

Below are just a few of the services offered through our Business Consulting division:

  • Proactive Compliance Management
  • Strategic Business Planning
  • Merger & Acquisition Due Diligence and Project Management
  • Succession Planning
    • Buy / Sell Agreements
    • Leadership Training
    • Key Executive Planning
    • Estate Tax Funding Strategies
  • Alternative Funding Strategies


For more information, please contact a PremierSource representative at:

405.228.7699 OKC   |   918.574.3030 TULSA   |   866.239.4015 TOLL FREE