What Happens to Your Business if Something Happens to You?
...and Your Family, Employees and Stakeholders
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Planning for a succession or sale of the business
Conditions that must be factored into the plan
Who controls the business?
What is the compensation structure?
Challenges to be overcome
Exit and Succession Planning
Are you prepared for the eventual sale or transition out of your business?
As distant and that sounds, planning now for the eventual transition away from your business is one of the smartest steps you can take to make sure that your future needs are met, you and your family are protected, and your business can move forward in the way you intended.
We can help you develop an exit or succession plan that can provide for the future needs of you and your family.
Will you have enough income during your retirement years to support your lifestyle? We can help you with personal financial security planning.
• Personal Retirement Income Forecast
• Deferred Compensation
• Defined Benefit Plan
Business Continuation Planning:
Business Overhead Expense Coverage
Salary Continuation Plan
Business Loan Protection
Do You Have a Plan for Your Exit or Retirement?
Business Succession Planning
Key Person Coverage
ESOP Employee Stock Ownership Plan