Closely-Held Business Planning
Business transition planning with a personal touch
If you own an independently operated or closely-held business, your business may very likely be the largest asset in your wealth portfolio. With decades of experience working with business owners, we can work with you, one-on-one, to implement the financial management strategies you need to protect your company’s standing and maximize its worth.
We can guide you through the business succession strategies that will protect the next generation of your business through "keyman" protection, buy-sell agreements and disability buyouts—assuring you the smoothest possible management transition.
Small Business Retirement Plans
To attract and retain the best employees and comply with increasingly complex regulations, we can help you select and implement:
- 401(k) plans
- Deferred compensation
- Supplemental retirement plans and more