Business Succession


  • ​Is your business part of your retirement plan?
  • Have you started thinking about transitioning the ownership of your business?  If so, do you have a plan in place defining to whom and for how much?
  • If transferring to a key employee, does he or she have a plan to accumulate the liquidity for at least a down payment?

Buy/Sell Agreements


  • What would happen to your business if you or one of your partners were to die?
  • Do you want continuity and security for your family, employees and customers?
  • Do you want to be sure that the deceased's share doesn't pass to someone unsuitable?
  • Would you want your heirs to be forced to sell the business to generate cash or be left with an asset they have no interest or experience in managing?
  • Do you want an arrangement that may offer capital gains tax and estate tax advantages?

Key Employees


  • ​Would the success of your business be affected by the loss of a key employee or employees?
  • Are you losing employees to competitors?
  • Would offering additional retirement income benefits help you retain, reward, and recruit key employees?

To discuss these and any other questions or concerns you have about you business's financial future call or contact us today.

Executive Bonuses


  • Do you want to have your business make tax deductible contributions so you can provide retirement and life insurance benefits for yourself and/or key employees?.
  • Do you want to make contributions to a retirement plan above the limitations of qualified plans such as 401ks and IRAs for yourself and /or key employees?