Business Planning
HELPING PEOPLE AND COMPANIES THRIVE THROUGH EMPOWERED FINANCIAL SOLUTIONS
Business planning creates a smooth transition for a company’s management team, preserves the leadership legacy, and may help increase the value of a business. Our approach helps develop the best plan to fulfill the unique circumstances of each company while honoring its history, size, and culture.
SUCCESSION PLANNING
Business succession
- Evaluate reasons to sell the business
- Consider management, ownership, and continuity issues
KEY PERSON PROTECTION
Key person insurance
- Minimize financial impact from the loss of key employees
- Enable the business to meet challenges in unexpected circumstances
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Nonqualified deferred compensation
- Supplement existing qualified retirement plan
- Provide additional benefits to key personnel and highly compensated employees
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