Business Owner Planning

Designed to Address All Your Financial Concerns in One Place

Because of the challenges facing you as a Business Owner, you need a partner who can help you evaluate which decisions & solutions are appropriate for you. From document reviews to financial modeling, we can help you with:

  • Planning for Your Financial Independence
  • Analysis & Review of Your Buy-Sell Agreement
  • Creating Strategies to Reduce Your Estate Tax Liability, While Effectively Planning for the Transfer of Your Business
  • Tax Efficient Strategies for Transferring Your Business to Your Children
  • Evaluating Fringe Benefits and Employer Sponsored Retirement Plans
  • Coordinating with Your Other Trusted Advisors, such as your Accountant & Estate Planning Attorney
  • Business Exit Planning Strategies