We bring decades of experience helping family and privately-owned businesses optimize cash flow, retirement planning, succession planning and more.
We apply our same consultative approach to your business planning needs, beginning with a thorough analysis of business assets, operating expenses, cash flow and other aspects of your business operations. A thorough business risk analysis points out any gaps in important insurance coverage and areas that may benefit from more cost effective solutions.
We provide or help coordinate innovative solutions for your specific needs and other areas:
Retirement Plan Solutions
- 401(k)s Corporate and Solo
- Profit Sharing plans
- SIMPLE IRAs
Executive Compensation Solutions
Business Liability Insurance
Cash Management Services
Business Succession Planning
Business Succession planning serves today’s needs and tomorrow’s goals
As a business owner, it’s likely that a significant portion of your wealth is tied to your business. We offer dedicated expertise to help business owners develop an integrated plan across both personal and business financial goals. Succession planning is a critical component of this comprehensive approach to wealth management. We can help to ensure a smooth transition can occur when you’re ready to retire or sell your business.
While we believe succession planning should include the long-term goal of retirement, it should also focus on contingency planning to protect against unexpected events. Our advisors are experienced working with business owners and executives to identify and develop key positions and talent, conduct a business valuation analysis, and develop comprehensive succession planning strategies that help you better manage your workforce and minimize business risks.
A business succession plan can help you:
- Time your exit to maximize value (eliminating the risk of a fire sale)
- Ensure continuity of service for your clients or customers
- Provide for an efficient transfer of business to a successor or buyer of your choosing
- Retire on your schedule
- Remove emotional decision-making
- Provide career-path opportunities to existing associates and/or elevate key employees to owners
- Coordinate with your personal estate plan to minimize estate taxes
- Plan for the unexpected