Business Planning

Few businesses survive more that two generations - and lack of succession and estate tax planning are the primary reasons.  We work closely with you and your advisors to implement strategies to help you achieve your business succession goals.

  • Business succession plans
  • Asset management plans
  • Key employee insurance

Family businesses are in a unique position to offer potential financial and tax benefits to owners and key executives.  We can help you retain and reward your key emplyees through various executive arrangements that supplement restrictive qualified retirement plans.

  • Non-qualified plans
  • Deferred compensation
  • Defined benefit plans
  • Pension distribution planning