Closely-Held Business

A Personal Approach to Your Business Transition Planning

For owners of independently operated or closely-held businesses, your business may represent the largest asset in your wealth portfolio. With decades of experience working with business owners, Hefren-Tillotson implements financial management strategies that protect the company’s standing and maximize its worth.

Our business advisors can help you navigate the increasingly complex regulations of retirement plans, including pensions, profit sharing, and 401(k) plans. We are experienced in guiding business owners through the selection and management of today's most valuable personnel retention strategies, including employee stock, deferred compensation, and supplemental retirement plans.

We can also guide you through selecting and implementing management succession strategies that will protect the next generation of your business-through "keyman" protection, buy-sell agreements, stock redemptions, disability buyouts—assuring you the smoothest possible management transition.

To learn more about our business transition planning and succession management strategies, contact us for a no-obligation consultation today.