"Built on Faith. Driven by Purpose. Promised in Romans 8:28."

Protecting legacies. Guiding growth. Creating generational wealth.

Protect. Guide. Create

Strategic Business Planning That Builds Wealth, Legacy & Impact

We help mission-driven entrepreneurs and business owners create rock-solid financial foundations, navigate transitions, and scale with confidence—so you can lead with purpose and leave a legacy that lasts.

Without a Strategy, You're Just Guessing

From rapid growth to sudden setbacks, today’s entrepreneurs face uncertainty at every turn. At Veridian, we provide you with a comprehensive business planning strategy that aligns with your financial goals, minimizes risks, and supports long-term value creation.

  • Financial Forecasting & Revenue Modeling

  • Entity Structuring & Compliance

  • Succession & Exit Strategy

  • Tax Minimization & Cash Flow Planning

  • Insurance, Key Person, & Buy-Sell Planning

Will you be the next business to join over 150+ businesses who have chosen Veridian Strategic Planning Group to take them new heights?

We Serve Bold Entrepreneurs and Purpose-Driven Founders

7 -aND 8-fIGURE bUSINESS owners

Real Estate Investors & developers

Medical & Dental Practices

Construction & Trades Businesses

cannabis business owners

transportation & logistics companies

Professional service firms

fRANCHISES & MULTI-UNIT OPERATORS

NONPROFITS & SOCIAL ENTERPRISES

PRICING

Comprehensive Services, Customized For Your Growth

1. Strategic Financial Planning

  • Budgeting & Forecasting

  • Debt Optimization

  • Retirement Planning Integration

No contracts - cancel anytime

2. Entity Structuring & Legal Strategy

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No contracts - cancel anytime

3. Growth, Exit, and succession Planning

  • Business Valuation Support

  • Buy-Sell Agreement Structuring

  • Leadership Transition Planning (Succession Planning)

No contracts - cancel anytime

Ready to Write Your Success Story?

  • Let’s design a plan that works for your business—whether you’re scaling, exiting, or optimizing your operations.

Why Veridian?

Faith-Guided. Client-Focused. Results-Driven.

  • Fiduciary-Level Care With Moral Integrity

  • Rooted in Romans 8:28 — We Believe All Things Work Together for Good

  • Results-Backed Strategies for Growth and Protection

  • Community-Focused: We Give Back Through Every Plan

TESTIMONIALS

What others are saying

"Loved everything so far"

"Veridian helped me take the guesswork out of my finances. As a woman in real estate, I needed a team that understood both risk and growth. They showed me how to organize my business, build a financial plan, and structure things for long-term wealth. I finally feel like a real CEO—with a strategy that reflects both my goals and my faith."

Samantha R. – Real Estate Investor

"My life changed forever"

"Before working with Veridian, I had revenue but no real plan. Now, I understand my cash flow, taxes, and how to prepare for the future. The business planning process was eye-opening, and their team explained everything clearly and professionally. I’ve already recommended them to two of my subcontractors."

Marcus B. – Construction Business Owner

"Highly recommend this"

"The Veridian team gave me clarity and peace of mind. I had no idea how much money I was leaving on the table until they walked me through a full financial review. Their advice helped me streamline my operations, protect my income, and prepare for bigger opportunities. Plus, they genuinely care about their clients and community."

Denise M. – Boutique Marketing Agency Owner

Let’s Map Out Your Business Future—Together

Whether you’re just starting out, scaling rapidly, or preparing to exit—our business planning experts will meet you where you are. Let’s align your business, faith, and future.

Download your FREE copy of "Financial Freedom - Scale, Secure & Sell: The Smart Business Owner's Guide to Building Wealth with Purpose" below!

READY TO GIVE US A TRY?

Schedule a Free Business Strategy Session Today!

Your future tax savings, business growth, and funding success begin with one simple step—let’s build your blueprint for generational wealth."

Get In Touch

Address

Office: 9595 Six Pines Dr. The Woodlands Tx, 77380

Assistance Hours

Mon – Sat 9:00am – 8:00pm

Sunday – CLOSED

Phone Number:

346-309-6977

Unleash Your Business Brilliance.

© 2025 Veridian Strategic Planning Group - All Rights Reserved

(346)-309-6977

9595 Six Pines Dr., The Woodlands Tx, 77380