Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business upon your death.

Our process coordinates the management of your business throughout its life cycle with:

  • Risk management
  • Distributions to the owners
  • Succession planning

Executive compensation focuses on both cash and non-cash approaches. Examples of compensation include insurance benefits, qualified retirement plans, stock options, and other tax-advantaged non-qualified plans.

Succession planning focuses on the transition of a business from an existing owner to a new owner. Additional succession planning issues include positioning a business for sale, determining valuation terms and creating strategic alliances.