Business Planning Services

We apply our same consultative approach to your business planning needs, bringing experience helping family and privately-owned businesses with multi-generational wealth and succession planning strategies. We work with business owners to provide insight, strategies and innovative solutions for your specific needs in these and other areas:

• Corporate Retirement Plan Solutions
  
• Executive Compensation Solutions
  
• Cash Management Services
  
• Business Succession Planning
  
• Insurance & Risk Management
  
• Captive Insurance Companies

Making the Most of Your Corporate Retirement Plan
We bring dedicated resources and experience to assist businesses seeking tailored retirement plan solutions. We know it can be a daunting task to determine the best investment options for your employer sponsored retirement plan. With access to sophisticated investment tools and unbiased research, we are able to examine a broad range of providers and generate detailed reporting and comparisons. In addition, we can assist you with a thorough review of your investment policy statement and help you maintain 404(c) compliance.

• 401(k) and other qualified defined contribution plans
  
• Defined benefit plans
  
• Non-qualified executive compensation plans
  
• Investment policy statement reviews
  
• 404c Compliance reviews
  
• Employee Education

Continuing Your Legacy through Business Succession Planning
Your business is a significant part of your legacy. Whether the business is intended to remain in the family or sold to new owners upon your retirement, your stamp is forever attached to the business you have built.

Succession planning helps to ensure that a smooth transition can occur when you’re ready to retire or sell your business. We believe succession planning should include the long-term goal of retirement, but should also focus on multi-generational planning, and contingency planning to protect against unexpected events.

We can assist you in developing a succession planning strategy that seeks to help you:

• Time your exit to maximize value (eliminating the risk of a fire sale)
  
• Ensure continuity of service for your clients or customers
  
• Provide for an efficient transfer of business to a successor or buyer of your choosing
  
• Retire on your schedule
  
• Remove emotional decision-making
  
• Provide career-path opportunities to existing associates and/or elevate key employees to owners
  
• Coordinate with your personal estate plan to minimize estate taxes
  
• Plan for the unexpected