Broker Check

What Services We Provide

Business Owner Services

We work with local entrepreneurs and business owners to help them transfer business success into personal/family wealth. No demographic is so important to America's economic vitality and national prosperity!

And no group faces greater obstacles, risks, and challenges either! Business owners share many challenges, issues, and priorities that differentiate them from corporate executives and business employees. Our local firm has the resources and expertise to help business owners with many important issues.

We provide comprehensive financial analysis to determine appropriate strategies to help you with complicated issues such as:

  • Estate Planning & Inheritance Transfers
  • Buy/Sell Agreement Planning
  • Tax Management & Reduction
  • Owner Benefit Strategies
  • Risk Management & Protection Planning
  • Exit/Transistion Strategies

Your Business Life Cycle...

Drives The Issues & The Priorities

Start-Up Issues

Entity FormationPayroll & Reporting
Recruiting StaffMarketing & Sales
Management SystemsMandated Benefits
Regulatory ComplianceCredit Lines/Capitalization

Growth & Expansion Issues

Success Protection Planning

Buy/Sell AgreementsTax-Qualified Benefits
Business ValuationEntity Transition
Liability ProtectionRetirement Plans
Business Continuation PlansProductivity & Profitability

Mature & Prosperous Issues

Tax Planning

Increased Owner BenefitsIncome Tax Reductions
Grow and Train BuyerKey Person Coverage Plans
 Bonus/Handcuff/ParachuteNon-Qualified Retirement Plans
Exit & Transitions PlansEstate Planning

Wealth/Value Transfers

Transitional Issues

Wealth Creation & Transfer

Transferable Book Value Capital Transfers
Stock RedemptionsLiving Buy-Outs
Generational TransfersAcquisition,Merger, Sale

Expansion Opportunities

We can help you make the most of the hard work and resources you have in your business by integrating business strategies with personal financial planning to help you get the most out of your business.