If you ask us at Ensign Partners what we do, the answer seems conventional: we provide accounting, financial, tax, legal, and insurance consulting and advisory services for business owners and professionals. Sounds pretty run-of-the-mill, right? That’s until you ask us what we don’t do.
At Ensign Partners, we don’t offer one-off services. We don’t sell products. We don’t provide compartmentalized advice. And we don’t “fix” isolated problems.
We didn’t start this business to collect fees for being smart. We started this business to help people succeed.
There’s a reason we’re called Ensign Partners and not Ensign Advisors. We partner with business owners who want something more than surface-level, arms-length professional advice. We walk with our clients, ready to assist them in building business success and personal wealth through developing a smart, coordinated strategy over the long term, taking the journey with them through the ups, downs, and changes so that we can help them map the path toward achieving all their business and personal goals.
How Do We Partner? By Building a Strong Foundation
Every relationship with a client starts with our 6-Step Assessment and Engagement Program. This program is a structured, proven onboarding process designed to give our clients clarity, alignment, and results. If you’re wondering what it looks like to work with Ensign, here’s what you can expect:
Step 1: Interview – Explore Possibilities
Every engagement starts with a conversation, not a pitch.
We will have a 60-minute, open discussion with you and, if applicable, your business partners. This is your chance to share your goals, pain points, and vision for the future. We will ask about your business structure, decision-making process, areas of strength, and where you feel stuck or exposed.
We also introduce you to The Ensign Way, our integrated planning model that covers legal, insurance, financial, and tax strategy in one cohesive approach, where every member of your advisory team sits at the same table.
Goal: Determine if we’re a good fit and, if so, sign an engagement letter to move to the next step.
Step 2: Assessment – What You Have
Once we’ve agreed to proceed, we begin a full review of your current situation. This is a deep dive into your business and personal financial world. We collect and verify all your key documents, including:
- Corporate structure and ownership documents
- Financial statements and tax returns
- Insurance policies
- Estate plans and trust documents
- Investment holdings and compensation structures
Our review is about more than just data. It’s about gaining a complete picture of your planning to date.
Goal: Ensure every aspect of your legal, insurance, financial, and tax worlds is visible, verified, and understood.
Step 3: Discovery – Why You Have It
Here, we step back and ask the most vital question: Why? This applies to every business decision you’ve made, including:
- Why was your business structured the way it is?
- Why are your assets held a certain way?
- Why were certain insurance policies or tax strategies chosen?
The questions we employ at this stage are about identifying whether any aspect of your structure is misaligned, absent, or outdated. It’s not uncommon for business owners to discover gaps in their protection, inefficiencies in their tax plan, or risks they didn’t know existed.
Not all of these problems are due to an oversight; some arise as a business grows and changes. It is natural for business owners to be focused on their core business; that’s why they hire advisors. A coordinated team can do a better job of identifying issues; for example, your legal advisor may identify a liability issue not addressed by your insurance coverage.
Goal: Begin designing a plan that makes course corrections, aligns inconsistencies, and enhances your ability to achieve your future goals for both your business and your personal life.
Step 4: Development – One Plan
Using the insights gathered in the first three steps, we create a unified strategic plan tailored to your business and personal objectives. This stage is where everything comes together. Your plan may include diverse recommendations, such as:
- Restructuring legal entities to reduce liability and improve tax efficiency
- Right-sizing insurance coverage to eliminate gaps and cut unnecessary premiums
- Building a financial roadmap that connects business performance to personal wealth goals
- Identifying tax-saving strategies that reclaim cash flow and improve margins
The main advantage? You won’t get five plans from five different professionals. You’ll get one comprehensive plan, built by a coordinated team, in which every action in every area will serve one overarching goal: achieving your success.
Outcome: A customized, internally consistent, and actionable roadmap that enables you to move forward with clarity and confidence.
Step 5: Implementation – One Team
Even the best plan will yield nothing without execution. Ensign Partners breaks down your strategic roadmap into a 12-month action plan, delivered in four quarterly phases with defined milestones and priorities, so that you can measure progress with real data. You’ll work directly with a cross-functional team of Ensign professionals, all focused on executing your plan cohesively across disciplines.
Goal: Eliminate fragmented efforts. Ensure legal, financial, insurance, and tax strategies move in unison.
Step 6: Engagement – One Bill
One distinct advantage of working with Ensign Partners is that you don’t have to “collect” your group advisors, manage multiple firms and systems, chase down updates, and schedule meetings where you have to change your focus with each separate subject. With Ensign, you transition into a single monthly engagement, billed as a tax-deductible business expense, covering all your advisory needs. You gain:
- One strategic partner
- One aligned team
- One concierge-level support experience
- One predictable bill
Outcome: Continuous, coordinated planning from a team that knows your entire picture and is invested in your success.
Why the Ensign Way Works
Our process works because it’s built around how business owners actually operate. We remove complexity, reduce risk, eliminate counterproductive inconsistencies, and give you a clear path to build personal wealth through your business without trying to manage five separate advisors who don’t speak the same language or consider other perspectives and goals.
If you want to take control of your future with one team, one plan, and one point of contact, we’re ready to meet you. Contact Ensign Partners today to schedule an initial consultation. Let’s explore what’s possible for your business and your future, the Ensign Way.
Ensign Partners provides strategic consulting that integrates legal, tax, financial, insurance, and operational expertise. We’ll help ensure your policies, planning, and practices support your long-term business goals.