Advisor Insights
Strategic perspectives on wealth preservation, tax mitigation, and business continuity from the experts at SRG Consulting PLLC.
Economic Diversification in a Fragile World: How Financial Safety Nets Work
By Anthony D'Amato • August 25, 2026
How cash, precious metals, commodities, securities, life insurance, and annuities can form layered financial safety nets for business owners and families.
Buy-Sell Agreement Funding in Arizona: What Business Owners Must Know
By Anthony D'Amato • August 25, 2026
An unfunded buy-sell agreement is a promise without a wallet. How Arizona business owners fund buyouts with life insurance after the Supreme Court's Connelly decision.
How Business Owners Use Buy-Sell Agreements to Protect Enterprise Value
By Anthony D'Amato • July 1, 2026
Learn how properly structured and funded buy-sell agreements protect enterprise value, ensure smooth succession, and prevent family disputes.
What Happens to a Business When One Owner Dies?
By Ben Goss • July 1, 2026
Explore the operational, financial, and legal fallout of an owner's death and how proactive succession planning can save your business.
Commercial Loan vs. Line of Credit: Which Is Better for Growth?
By Anthony D'Amato • July 1, 2026
Understand the strategic differences between commercial term loans and business lines of credit to optimize your capital structure.
How Key-Person Risk Affects Lending and Succession
By Ben Goss • July 1, 2026
Discover how the loss of a key executive impacts commercial lending, business valuation, and succession planning, and how to mitigate the risk.
Why Banks Decline Business Owners With Strong Revenue
By Anthony D'Amato • July 1, 2026
Learn the hidden reasons commercial lenders reject loan applications from high-revenue businesses and how to optimize your balance sheet for approval.
How Executive Benefits Help Retain Leadership
By Ashley Blaylock • July 1, 2026
Discover how non-qualified deferred compensation and split-dollar life insurance can lock in your top executives and prevent them from joining competitors.
The Business Owner’s Guide to Wealth Preservation
By Anthony D'Amato • July 1, 2026
Learn the essential strategies business owners use to protect their wealth from taxes, creditors, and market volatility.
How to Prepare for a Commercial Loan Review
By Ben Goss • July 1, 2026
A step-by-step guide for business owners on how to prepare financials, mitigate risks, and secure approval for commercial financing.
Business Succession Planning Checklist for Arizona Owners
By Anthony D'Amato • July 1, 2026
A comprehensive checklist for Arizona business owners to evaluate their succession readiness, from valuation to buy-sell funding.
How Trust Planning Connects to Business Continuity
By Anthony D'Amato • July 1, 2026
Understand the critical intersection between corporate structure and trust planning to ensure seamless wealth transfer and business survival.