We understand that often times entrepreneurs don’t plan around how to exit their business until it's too late to do comprehensive planning. Their business is an inherent part of who they are, and they’re often too busy managing it to think about slowing down or retiring. However, we continue to encounter entrepreneurs who, at some point, decide, "It’s time - now what??”.
Just as important, we also understand the complicated dynamics that can develop when attempting to steer a successful business through multiple generations of family ownership.
We are passionate about helping entrepreneurs navigate the "ins and outs" of not only the financial - but also the emotional - aspects of planning for a business transition.
Some of our services include:
- Business Continuation Strategies
- Business Exit Strategies
- Executive/Key Person Compensation Strategies
- Non Qualified Deferred Compensation Strategies
- Employee Benefits Strategies
- Estate Equalization for Family-Owned Businesses