The day you open the doors of your business is the day you should begin exit planning. Unfortunately, that rarely happens because the business takes on a life of its own. Exit planning is a way to keep the promises you have made to your family, your business partners, your employees, and to yourself. There are many factors that potentially could be 'business breakers', therefore we identify them for our clients and make sure they take steps to guard against them.
We help business owners manage their financial decisions and ensure that nothing is lost, forgotten, or left to chance. We focus on helping business owners make sense of the financial world while ensuring all moving parts of their planning work in concert. Specifically, our team will help business owners:
♦ Protect against the unexpected (such as a death or disability of a key employee or owner)
♦ Attract and retain valuable employees
♦ Leverage tax advantages available to them
♦ Prepare and execute a comprehensive succession plan