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Business planning should tie together the planning strategies of the business with the income and planning goals of its owners and key executives. For business owners, our services take on an advocacy role. Our role is to help business owners reach their financial goals and avoid costly mistakes. The ultimate goal of a business's strategic plan is usually to build wealth for its owners. Such plans most often focus on the operation of the business itself. If the business is not functioning as a valuable, profitable entity, other concerns can quickly become irrelevant.

Business Planning Services Include:

  • Business Continuation & Succession Planning
  • Executive Compensation
  • Qualified & Nonqualified Retirement Plans
  • Buy/Sell Planning & Funding
  • Split-Dollar Plans

What We Can Do

Business planning, such as succession planning, enables you to anticipate the transfer of your business interest upon the occurrence of triggering events such as retirement, disability or death.

In addition, it will:

  • Establish a method for valuing your business interest
  • Enable you to select your successor owners
  • Determine the estate value of a non-family owned business
  • Ensure continuity of management that is critical for the ongoing success of the business

Advice You Can Count On

Our team of professionals, working with your advisors, will guide you through this planning process and ensure to properly assist you with your plan.