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Services for Business Owners

Regardless of a business’ industry or company size, many are faced with similar concerns - effectively managing their business’ financial strategies and preparing for retirement. We can assist with:

Retirement Planning

Many business owners want to offer their employees a retirement plan but aren’t sure where to start. We can help clients with:

  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Traditional, Roth, SIMPLE, and SEP IRAs
  • ESOPs (Employee Stock Option Plans)

Exit & Succession Planning

A succession plan is a critical element of a business owner’s exit planning strategy. A goal of many business owners is to someday transfer their business interest either to family members or to key employees. Succession planning can help businesses in the case of the owner’s death or disability. We can help you formalize your succession objectives and future goals, and refer you to CPAs and attorneys for further assistance.

Buy and Sell Strategies

All business owners, whether they own or co-own their business, should have a plan in the case of an unexpected death. Buy-sell agreements can help protect a business owner and his or her business from unintended ownership transfers and protect the heirs by offering them the chance to turn shares into cash. We can offer advice on buy-sell agreements and provide referrals to attorneys who can help draft the agreement.