Business Services

For many of our clients, their business is the largest asset they own.

They are good at what they do and their business has afforded them a great lifestyle. We will help coordinate the matters that most business owners don’t get to until it is too late.

Coordination with your estate plan
Most frequently we see little planning done with respect to this large asset in terms of who will be the next owner, the roles of your surviving employees, and the impact on your taxable estate
Preparing a thoughtful exit plan
An involuntary succession plan in case you don’t wake up for breakfast
Solutions for your business
Business tax planning, business retirement plan services, employee compensation and retention techniques, assisting with a business valuation