Most business owners pour everything into growing their company — but the financial planning around it often lags behind. We help close that gap by connecting your business to the rest of your financial life: your estate, your tax picture, your retirement timeline, and the people who depend on it all working together.
We don't replace your CPA or attorney — we work alongside them. Rubiq serves as the hub that coordinates across your professional team, making sure everyone is aligned on your goals and no critical detail falls through the cracks.
Insurance as a planning tool — not a product pitch
We review life, disability, key-person, and liability coverage as part of your business plan — not to sell you a policy, but to make sure the right structures are in place. When gaps exist, we coordinate with trusted insurance specialists to fill them.
Valuation support powered by RISR
We use RISR, a financial-planning-focused valuation platform, to provide data-driven business value estimates, industry benchmarks, and succession planning insights — so you always know where you stand.
What's included
Questions we help you answer
What is my business actually worth — and is that number keeping pace with my goals?
Do I have the right insurance in place to protect the business if something happens to me?
Are my CPA, attorney, and advisor all on the same page about my exit strategy?