Business Planning Services
Business Succession Planning, Business Protection, and Employee Benefits.
A number of creative financial devices can be used to more effectively and efficiently finance a small business, providing better financial incentives for employees and more cost effective stability for its owners.
- Retention of the Business for the Family
- Sale of the Business to Co-Owners, Employee or 3rd Party
- Planned Liquidation of the Business
- Key Employee Coverage
- Business Loan Repayment
- Operating Expense Funding
- Group Health, Life & Disability Insurance
- Qualified Retirement Plans
- Non-Qualified Key Executive Compensation
To set an appointment to discuss your individual situation, please call us at (800) 925-2050 or send us an Email.