Providing sound financial advice for LIFE and LEGACY

Business Planning and Succession

We view business succession planning as a process, not as an event. We can review the current structure of your company and help you determine the viability beyond your ownership. If you want to grow or expand the business, we can provide options to cultivate and retain key employees and future leaders. If you have capital needs, we have business partners capable of bringing financing to you. In addition, we can help you take advantage of benefits available only to business owners, such as non-qualified deferred compensation plans, supplemental executive retirement plans (SERPs), split-dollar life insurance plans and more. We can also help you prepare for the future by creating a sound succession plan that not only provides for income during the transition period, but also anticipates and avoids potential family conflicts.