business Succession


Business Succession (Buy-Sell Planning)

Few people deal with more financial issues than a business owner.

That's why it's important to develop a plan to help protect everyone's

financial interests -- business owners, key employees, and heirs alike.

One key to success is planning ahead and finding solutions to the critical issues facing your business.

We can help you:

  • Reduce the risk of business ownership and create strategies for long-term business succession concerns for you,  your business partners and your heirs.
  • Protect heirs in the event of  the death or disability of an owner/stockholder.
  • Coordinate personal planning objectives with employer-sponsored benefits.


 Qualified Retirement Plans    Employee Benefits     Executive Compensation Programs    Estate Planning