Business Strategies

Dependable Strategies for Your Company’s Future

We help business owners and boards solve the complex financial problems facing successful closely held and family businesses. Our team of financial advisors can help you develop policies and plans to attract & retain talent, prepare for succession and transitions, and create a solid foundation upon which to grow.

Business Continuation Planning

  • Family Business Succession Planning
  • Developing a Business Continuity Plan
  • Owner Retirement Planning
  • Business Evaluation
  • Funding Option Analysis
  • Buy-Sell Funding Strategies
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k) Plans
  • Employee Perks Program
  • Payroll Deduction Plans
  • Non-Qualified Retirement Programs