Business Planning

Big Plans For Small Business

Small business owners are a large percentage of our financial planning practice. With our experience and resources, our goal is to help small businesses grow and prosper.

We¬†pursue this by determining what amount and forms of compensation will motivate and retain your key people. We also look at employee benefit design as a way to additionally customize compensation. Of course, we look at all of these issues in relationship to the business owner and their family’s needs, including your retirement plans.

Our strategies seek to help your company:

  • Grow in value
  • Ensure continuation between partners (buy-sell planning) and family members (intra-family continuation strategies)
  • Develop a real world exit strategy
  • Evaluate the impact of business sales and liquidations on your situation

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