Business
Business Planning
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.
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
Key Executive Benefits
Employee Stock Ownership Plans (ESOP)
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
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)
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.
Categories
