Business Planning

Congratulations!  After many sleepless nights, long hours, endless meetings, and skipped lunches, your business is finally running on it’s own.  You have a dedicated partner (or partners) and the support of a competent office staff.  The ledger balance is out of the red and the profits are soaring.  Your business is a success!

What about the future? How can you ensure that your investment will remain sound?  How can you protect your assets from the potential deficit of illness, disability, or bankruptcy?

Your hard work should be rewarded.  Let us Help you navigate through the various business planning tools: ESOP’s VEBA’s, Stock Redemption Plans, Key-man plans and Disability Buy-Sell contracts, to find the combination that is right for you.