BUSINESSES & ORGANIZATIONS
As a business owner, much of your time and focus is spent on executing your business plan. Oftentimes, as a result, your personal planning needs may take a back seat.
It is important to remember that your business and personal finances are intricately linked, especially from a tax and estate planning perspective. Helping business owners like you to fully integrate your financial life is one of our specialties. We offer a comprehensive set of solutions to help you protect your investment in your business, attract and retain talent, and reward key people. We explore what you would personally like to achieve through your business, with a special focus on succession planning and exit strategies.
Business Consulting & Risk Analysis
Business valuations *
Review of business financials, tax returns, & corporate legal documents
Review of financial plan & structure of a business in the event of a death or disability to business owner/key employee
Business succession planning
Analysis of key man and buy-sell agreement insurance needs
Executive Benefits
Supplemental Executive Retirement Plans (SERPs)
Executive bonus plans
Non-qualified plans to retain and reward valued employees
Corporate Owned Life Insurance (COLI)
Bank Owned Life Insurance (BOLI)
Employee Benefits
Basic group benefit plans** (medical, dental, life, & disability income)
Company sponsored retirement plans
Supplemental long-term disability income plans
Supplemental life insurance
* Business Valuation is strictly intended to give you an idea of where you currently stand and how it relates to your financial plan/strategy. Our Business Valuation is not for tax or potential selling purposes.
** Review offered through our trusted strategic partners