Business Planning

Exit/Transition Planning​

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• 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

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Employee and Executive Benefits​

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• 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