Business Planning

Exit/Transition Planning

  • How do you want to exit your business?

  • What is the financial impact of leaving?

  • When is it appropriate?

  • 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)?

  • Personal wealth and Estate Planning

Employee and Executive Benefits

  • Create a plan to attract and retain key employees

  • Enhance your benefits package to compete more effectively

  • Understand the benefits and tax considerations to the employer and the employee for the various options available

  • 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