save money with Tax Strategies that work


Increase CAshflow


Protect your Assets


Define Your Exit Strategy

As a small business owner, it’s hard to know how to prioritize and manage everything you have to think about.

We know that maintaining enough cash flow, paying the right amount in taxes and protecting your business are critical to your organization's success. It’s nearly impossible to effectively manage all areas of business strategy while still delivering excellence to your clients.

With so much to think about, it’s understandable that you could be leaving money on the table and not capitalizing on opportunities.

We know the difficulties you face in trying to manage all aspects of your business with ease. From asset protection and tax strategy, to profitability and transition, Equiti is here to help.

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Step 1 - Listen

Unlike others we will listen to you empathetically so that we can fully understand your business and its challenges. 


Step 2 - Plan

We craft a personalized success blueprint to deliver the exact results you’re looking for.


Step 3 - Implement

We work with you, side-by-side, together we'll implement and manage your plan to get your business where you want it to be. 


You are only three steps away from clarity with your business, your finances and your life.

I felt for many years I could handle this on my own. I went through several associates and companies but it just didn’t work out… Equiti outlined the exact protocol I needed, but more importantly they were right there to implement every step. We’re thankful we discovered Equiti!
— Richard Giglio, DDS Scripps Ranch, CA
Working with Equiti...I felt a sense of relief... I feel the future is good and I now have the freedom to go places and do things when I choose to do them... Equiti was invaluable in terms of giving me advice, planning out the finances and helping me to know where I stood; they were there for me and my wife if we needed any consultation throughout the entire process.
— John Alley, DDS - Yorba Linda, CA

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Download a free copy of our new eBook, The 7 Things You Need to do to Grow, Protect and Ultimately Sell Your Business.

Starting and owning a business is easy, the challenge comes once it takes off. The uncertainty every day can be overwhelming. When you talk to other business owners it seems like they have it all figured out. You want to feel that way but you know you need a plan and someone to help you implement and verify you are not just on a track but the right track for you.

If you feel that way take action today and download this free eBook. 

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