Business Services

We can help business owners to identify and prioritize the protection and financial strategies that are critical to the ongoing success of the business- throughout every stage of the business. Most businesses evolve though four distinct stages, Start-up, Growth, Maturity and Transfer. Depending upon the stage your business is in, there are different business planning needs that we can work together to help address.

Get a Call Back

Risk Management

There are steps you can take as a business owner to help mitigate some of the risks that can threaten the viability of your business, such as:

  • Creating a cash reserve​
  • Protecting the business from the loss of a key employee
  • Protecting the business’ cash flow

Business Succession

This is the strategy for how you will transfer the business when one of the owners is ready to step down or if something unexpected happens to one of the owners. This includes:

  • Drafting and properly funding a buy-sell agreement
  • Identifying a successor to the business
  • Determining the value of the business

Personal Protection Planning

We help ensure that your protection planning extends beyond the business and to your family and heirs, including

  • Protecting your income stream
  • Planning for retirement
  • Developing an estate plan

Employee Benefits

The importance of having benefit plans in place to encourage top talent to join the firm, stay loyal and keep the business ahead of the competition can never be overstated. This includes:​

  • Offering employer-sponsored retirement plans
  • Providing selective benefit packages to top performers
  • Reviewing the way to help manage the cost of employee benefit plans
Close Menu
Call Now Button