Help Protect & Grow Your Business: As a business owner, you passion, your life's work, and often a large percentage of your assets are tied to your business. According to the National Association of Corporate Directors, fewer than one in four private company boards say they have a formal succession plan in place.
We understand the risks and emotions involved, and you can rely on our experience to support you on your journey. As holistic planners, we will review every aspect of your financial situation and work with your full team of advisors to consider tax consequences, legal implications, and asset distributions to develop a financial plan that will coordinate with your business plan and goals.
We specialize in helping owners of private companies plan for the future, including succession and exit planning
Let us help to create interim plans to facilitate immediate decision making, while providing flexibility over time, as variables and players change.
We can assist owners in evaluating and maintaining employee benefits programs, such as qualified retirement plans and insurance (including medical, dental, life, long-term disability, and long-term care insurance).
Compare your current situation by answering the questions below. One or more "no" answers may reveal deficiencies in your approach. You aren't alone. It's not too late to fix them.
A good plan takes time to develop and implement. These questions will act as an introduction to the types of issues you will need to address. Your financial advisor will work with you to look more closely at these important topics.