Business Planning
Business Planning
Business Succession Planning
Like many entrepreneurs, your business represents most of your personal wealth and years of hard work. By designing business continuity plans, we assure quality management and a smooth transition of ownership between stockholders and their families.
Unfortunately, 65% of successful family businesses do not continue into the second generation. To protect and preserve your family business, proper planning, design and implementation is essential.
Types of Buy-Sell Agreements
- Entity Purchase Buy-Sell Agreement
- Cross Purchase Buy-Sell Agreement
- Wait and See Buy-Sell Agreement
- No-Sell Buy-Sell Agreement
- Trusteed Cross Purchase Buy-Sell Agreement
Key Executive Benefits
- Attract and retain key people
- Motivate and reward executives
- Provide selective fringe benefits
- Qualified and Non-Qualified Plans
- Stock Options & Appreciation Rights
- Employment Agreements
- Employment Stock Ownership Plans (ESOP)
Employee Stock Ownership Plans (ESOP)
- Corporate Finance Tool
- Business Succession Tool
- Tax Free Shareholder Liquidity
- Deductible Financing for Capital Costs
- Tax Deductible Management Buy-Out
- Creditor Protection & Estate Planning
- Convert Profit Sharing Plan to Working Capital
Our planning process is designed to increase your comfort in making decisions about and properly integrating these planning tools.
With you and your advisors, we listen, design, implement, and maintain your preferences.