Business Services














Business Owner Planning

We can assist business owners and key executives of closely held or family owned businesses maximize their equity. Our efforts are specifically directed to protecting assets, building for retirement, and transferring the business. We offer:

  • Qualified and Non-Qualified Deferred Compensation Plans
  • Executive compensation plans
  • Key Executive Protection
  • Employee 401K and 403B plans
  • Employee health insurance
  • Employee life and long-term care insurance plans
  • Business Valuation*
  • Value-Building Programs*
  • Business Loans*
  • Buy-Sell Analysis and Funding
  • Mergers & Acquisitions Advisory Services*

*Available through access to 3rd-party unaffiliated resources.

Exit Planning Strategies

We can help you structure and implement a plan to help you toward your objectives in the following areas:

  • Business succession planning, which may include dispositions during life and at death
  • Exit Strategies*
  • Sale of Business*
  • Private Placements*

*Available through access to 3rd-party unaffiliated resources.

We invite you to ask about our business services.

Contact Us