Business Owners and Entrepreneurs
The biggest concern for most business owners is generating an adequate cash flow. Once successful however, taxes can become a major issue. Working with you and your tax professionals, we will develop qualified and non-qualified plans to help save taxes now, and in the future.
Business Succession
While the vast majority of businesses do not succeed to the next generation, the common theme is that an adequate plan was not in place. Whether you plan on selling your business for top dollar, selling to employees, gifting to family, or any combination of the above, our job is to help you develop and execute a plan for successful transition.
Executive and Key Employee Benefits
We like to say that businesses are known for the people they keep, not the people that leave. Most successful companies have individuals who are critical to that companies current and long-term success. Due to this, we can create incentive plans specific to those individuals, which will tie them to the business and make it expensive for them to leave.
