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Business Planning Services

We apply our same consultative approach to your business planning needs, bringing experience helping family and privately-owned businesses optimize cash flow, retirement planning, succession planning and more. By conducting a thorough business risk analysis, we can help point out any gaps in important insurance coverages and areas that may benefit from more cost effective solutions.

We can assist you with innovative solutions for your specific needs in these and other areas:

  • Executive Compensation Solutions
  • Cash Management Services
  • Business Succession Planning
  • Retirement Plan Solutions
  • Insurance & Risk Management

Business Succession Planning

Succession planning helps to ensure that a smooth transition can occur when you’re ready to retire or sell your business. We believe succession planning should include the long-term goal of retirement, but should also focus on contingency planning to protect against unexpected events.

We can provide assist you in developing a succession planning strategy that seeks to 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