How we serve you

Explore our range of expert advice, designed to help you move forward with confidence, wherever you're headed next.

Annual Service Calendar

Business Advisory Services

Hoeven helps business owners and executives who are transitioning from building wealth to preserving it.

  • Business valuation review

    Exit readiness & option review
    Is an ESOP (Employee Stock Ownership Plan) or QSBS (Qualified Small Business Stock) exit an option for you?

    Section 1202 QSBS exclusions and 1042 rollovers

    Deal structure scenario analysis

    Review key business agreements such as:

    • Buy/Sell Agreements

    • Share titling—trust versus individual

    • Key Person Insurance

    Refresh and implement business insurance

    Legacy Planning

  • We are your project manager

    Extensive network of partners to fit your needs

    Replace complexity with consistency & uniformity

Our Process

Plan with Purpose

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs and those of your family.

Collaborate Openly

You’re part of the process. We keep communication open and decisions shared. No black boxes or surprises. We drive coordination throughout your financial life.

Lifelong Partnership

When we deliver, it’s not just a finished product, it’s a solution you can trust, backed by real care and effort. This marks the start of our ongoing partnership together. 

Let’s Work Together

If you're interested in learning more about working with us, complete the form with a few details about you. We'll review your message and get back to you within 24 hours.