Business Planning
Exit/Transition Planning
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How do you want to exit your business?
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What is the financial impact of leaving?
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When is it appropriate?
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Who do you want to leave the business to (family member, key employee, key employee group, sell to a third party, ESOP, strategic buyer or financial buyer)?
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Personal wealth and Estate Planning
Employee and Executive Benefits
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Create a plan to attract and retain key employees
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Enhance your benefits package to compete more effectively
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Understand the benefits and tax considerations to the employer and the employee for the various options available
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Products to help you implement your employee benefit strategies such as qualified or non-qualified deferred compensation programs, executive bonus programs, Executive 162 Bonus Plans, split-dollar insurance, simplified employee pension plans and savings incentive match plans