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Services for Businesses

Regardless of a business’ industry or company size, many are faced with similar concerns - effectively managing their business’ financial strategies and developing opportunities that benefit both the employer and employees. We can assist with a number of services.

Retirement Planning

Many small business owners want to offer their employees a retirement plan but aren’t sure where to start. We can help you determine appropriate retirement plans and assist with nonqualified plans for executives.

Executive Benefits

Offering a competitive executive benefits plan can attract and retain key employees and executives. Utilizing Executive Trifecta®, we can help employers determine and implement appropriate plans, such as Executive Bonuses, Deferred Compensation, Salary Continuation, Supplemental Executive Retirement Plans (SERP), and more.

Exit & Succession Planning 

A succession plan is a critical element of a business owner’s exit planning strategy. A goal of many business owners is to someday transfer their business interest to either family members or key employees. Succession planning can help businesses in the case of the owner’s death or disability. We can help you formalize your succession objectives and future goals. Referrals to CPAs and attorneys who have expertise in Exit & Successor Planning are available upon request.

Buy and Sell Strategies

All business owners, whether they own or co-own their business, should have a plan in place in the event of an unexpected death. Buy-sell agreements can help protect a business owner and his or her business from unintended ownership transfers and protect the heirs by offering them the chance to turn shares into cash. We walk through the buy-sell agreement process with clients and provide referrals to qualified attorneys who can help determine the appropriate agreement to fit their needs.

Have questions or ready to get started? Contact us for a complimentary consultation.