Broker Check

Business Planning Services

We apply our same consultative approach to your business planning needs, bringing experience helping family and privately-owned businesses better position cash flow, retirement planning, succession planning and more. By conducting a thorough business risk analysis, we can help point out any gaps in important insurance coverages and areas that may benefit from more cost effective strategies.

We can assist you with innovative strategies for your specific needs in these and other areas:

  • Executive Compensation
  • Employee Benefits
  • Cash Management Services
  • Business Succession Planning
  • Retirement Plan Techniques
  • Insurance & Risk Management

Business Succession Planning

Succession planning helps work towards a smooth transition when you’re ready to retire or sell your business. We believe succession planning should consider the long-term goal of retirement and focus on contingency planning to mitigate against unexpected events.

We can assist you in developing a succession planning strategy that seeks to help you:

  • Time your exit to provide appropriate value (reducing the risk of a fire sale)
  • Provide continuity of service for your clients or customers
  • Provide for an efficient transfer of business to a successor or buyer of your choosing
  • Retire on your schedule
  • Remove emotional decision-making
  • Provide career-path opportunities to existing associates and/or elevate key employees to owners
  • Coordinate with your personal estate planner to help reduce estate taxes
  • Plan for the unexpected

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.