The future sustainability of your business depends on a solid succession plan – one that answers such questions as, “How will I transition my business?” “Who will take over?” “What happens if I lose one of my key executives?” “Should I arrange to sell my business?”
As business owners ourselves, we have an intimate understanding of the many considerations you face and seek to alleviate some of your major stresses.
- Succession planning
- Transferring the business to a family member
- Key person insurance
- Executive benefits
- Employee benefits
- 401(k) and Profit Sharing plans
- Banking relationships (ESOP)s
Never a day goes by that we aren’t learning something new and we love the ever-changing challenges we face together. Contact us today if you have questions about your business planning needs.