These can be tough questions, particularly if you have not planned ahead. Our team of representatives will help uncover the risks, and offer proactive solutions!
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We help create succession strategies that allow owners to exit their business when they want and on their terms, while considering tax, legislative and business structure influences.
We help minimize the impact of taxes and expenses on an estate and/or business, while maximizing distributions to heirs, third parties and charities.
We help employers offer nonqualified solutions that help owners and key employees plan an adequate retirement income — while helping to recruit, reward and retain key employees.
We help implement strategies to preserve, protect and promote the value of the business to better facilitate a subsequent transfer to family members, key employees, other owners or third parties.
We help business owners' families achieve their specific financial objectives, like paying for college and paying off the mortgage.
We help protect business owners financially in the event of a prolonged illness or injury. This not only helps the business owner personally, but also in keeping the doors of the business open.