We work with business owners and their legal and tax advisors in many planning capacities. The scope of this sector of our services is quite wide but in all circumstances requires an on-going relationship with the owners and key persons of the firm.

It is important the business owners recognize risks and liabilities and create a plan to minimize them. This is an area that many business owners in all business sectors overlook as they tend to focus a greater energy on the growth and production day-to-day.

In our relationships, we take an objective view of the business and create strategies
such as the following:

• Employee Benefits and Existing Plan Reviews
• Executive Carve - Out Benefits
• Funding of Buy - Sell / Partnership Agreements
• Key Employee Retention Planning
• Business Succession Planning
• For Closely - Held Businesses and Corporations
• Stock Redemption Planning
• Pre-Tax and After-Tax Deferred Compensation Plans