Business Planning

As a business owner, you face many challenges to achieving success. The time and energy you must commit to your business can be substantial.

We want to make your business more profitable by providing quality and tax-advantaged benefits that help both you as well as your employees.

We will work with you to identify your business goals and recommend strategies that can help you get there.

As your financial partner who cares deeply about your success, we work with you to strategize and recommend how you can recruit, retain and reward your businesses and employees.

Our Business Planning Services

Business Continuity + Exit/Succession Planning

Understand Options for a Sale or Transition
Control how and when you exit
Ensure the continuity of the business and promote its survival and growth
Buy/ Sell Consulting Review
Key Person Life Insurance Review
101(j) Compliance Review

Corporate Asset Management Services

Asset allocation & portfolio analysis
Access to Institutional Money Management
On-going evaluation & review
Working Capital and Cash Management

Group Benefits Plans

Group Life Insurance
Group Disability Insurance

Exit/Succession Planning

When the time comes to sell your business or pass it on to a family member, we can help you plan for the transition. We provide consulting services and strategic advice for transitioning your business through a sale, merger, acquisition, or succession, and help you develop a plan to preserve your assets for future generations.

A business succession plan is designed to help ensure that your business will continue according to your vision. The plan also provides strategies to minimize the tax burden when transferring the business to your successors.

Your succession plan can help you:

Control how and when you exit
Achieve your personal, financial and business goals
Analyze cash flow needs
Remain control
Maximize the value of your company

Minimize, defer, or eliminate taxes
Stay up to date with new tax laws that can affect your situation
Promote and preserve family harmony
Reduce employee uncertainty and retain key employees
Ensure the continuity of business and promote its survival and growth

Protection for your Business

We can help you find the right kind and amount of insurance coverage your business needs to give you lasting peace of mind. Our insurance solutions are designed to protect yourself, your business and your employees. Using our internal and third party relationships, we help you sort through a variety of cost-efficient options that offer protection against many kinds of business risk, including the death of a key employee.

Our business protection services include:

Life Insurance policy review, evaluation and benchmarking
Needs analysis and product determination
Life, Disability Income, and Long-Term Care Insurance

Buy/Sell, Split Dollar and Key Person Life Insurance
Group Life and Disability Insurance
Disability Buy/Out, Business Loan protection

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!