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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 comprehensive services include:

  • Exit 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

  • Corporate Asset Management Services
    • Asset allocation & portfolio analysis
    • Access to Institutional Money Management
    • On-going evaluation & review

  • Business Continuity + Succession Consulting
    • Buy/ Sell Consulting Review
    • Informal Valuation
    •  Key Person Life Insurance Review
    • 101(j) Compliance Review

  • Group Benefits Plans
    • Group Life Insurance
    • Group Disability Insurance
    • Group Long-Term Care Insurance

*Informal Valuation Services provided by BizEquity

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