Working with Business Owners

We work with you to offer customized products and services to help maximize your Company’s profitability. By teaming with your other professionals (tax advisor, attorney, actuary), we help identify potential opportunities to explore and obstacles to avoid. This collaboration provides personalized advice and helpful guidance to address many of your concerns.

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  • What role does the business plan have in my overall wealth plan?

  • What are my business’ short- and long-term cash flow needs?

  • How do I manage my restricted/concentrated equity ownership in the Company?

  • What are the options available for offering an employer-sponsored retirement plan?

  • What types of life insurance strategies can be utilized to protect my business?

  • Should my business have a succession plan?

  • How will the sale or transfer of the business impact my personal wealth plan?


Comprehensive strategies designed around your business needs.