Business Owner Planning

Business Owner Planning

There are over 25 million businesses in the United States today, and about 90% have some sort of family ownership.

Yet, family business experts concur that less than one-third of these family businesses will survive into the second generation, and about 12% will still be viable into the third generation. The reasons are varied, but include family conflict, failure to design a proper succession plan and federal estate taxes. To avoid a similar fate, business owners need a plan. We can help you structure and implement a plan to help achieve your objectives in the following areas:

  • Business succession planning, which may include dispositions during life and at death.
  • Executive compensation planning
  • Employee group benefits

Exit Planning Strategies
We can assist business owners and key executives of closely held or family owned businesses as they work to maximize their equity. Out efforts are specifically directed to protecting assets, transferring the business, building for retirement, and preserving their wealth. We provide the following integrated platform to those who retain our services:

  • Business owner planning, to privately held and family owned businesses.
  • Business valuation
  • Value-building programs
  • Business loans
  • Private placements
  • Buy-sell analysis and funding
  • Qualified and non-qualified deferred compensation plansĀ 
  • Key executive protection
  • Employee benefits programs
  • Exit strategies
  • Mergers and acquisitions advisory services
  • Business succession planning
  • Sale of business
  • Wealth preservation planning