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Business Planning


The future sustainability of your business depends on a solid succession plan – one that answers such questions as, “
How will I transition my business?” “Who will take over?” “What happens if I lose one of my key executives?” “Should I arrange to sell my business?” As business owners ourselves, we have an intimate understanding of the many considerations you face and seek to alleviate some of your major stresses.

This includes:

  • Succession planning
  • Transferring the business to a family member
  • Business valuation services
  • Key person insurance
  • Executive benefits
  • Employee benefits
  • 401(k) and Profit Sharing plans
  • Employee Stock Option Plans (ESOPs)
  • Banking relationships

We have over 30 years of experience helping various types of businesses meet their goals and objectives. We have designed over a thousand business succession plans and work hand in hand with your other professional advisors, including your attorney and CPA, which is a critical to reaching your goals.