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:

  • Key executive protection
  • Executive compensation plans
  • Qualified and Non-Qualified deferred compensation plans
  • Professional Employer Organization (PEO) Services, including HR consulting, benefits, and payroll
  • Employee 401K and 403B plans
  • Employee health, disablity, life, and long-term care insurance plans
  • Employee stock ownership plans
  • Management buyout
  • Business valuation*
  • Value-Building programs*
  • Business loans*
  • Buy-Sell analysis and funding
  • Mergers & Acquisitions advisory services*

Exit Planning Strategies

We can help you structure and implement a plan 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.

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