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Business Planning Services

You have worked hard to grow your business, but are you confident that it will continue to prosper once you are absent from its day-to-day operations? Our business continuity planning services aim to enhance your enterprise’s sustainability and potential for long-term success.

We begin by reviewing your goals and current business plan. Our experienced financial services professionals will then evaluate your current position, providing observations and recommendations to help you meet your objectives.

Services and Strategies

Services and strategies within our business planning division include:

  • Evaluation and recommendation of buy/sell agreements
  • Entity analysis: C corporation vs. S corporation
  • Business valuation support
  • Family limited partnership vs. limited liability company
  • Key employee supplemental executive retirement plan/deferred compensation
  • Key person insurance
  • Group benefits
  • Buy/sell funding: death or disability
  • Salary continuation/disability income protection
  • Qualified Retirement and Compensation Plans, including defined benefit plans, 401(k) and profit-sharing plans, pensions, and a myriad of other deferred compensation and defined contribution plans, right down to the Simples IRAs and solo 401(k)s

Succession Planning

Our business succession planning will help ensure the continuity of your business in the event of:

  • Premature death
  • Disability
  • Retirement

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