Planning for Business Owners

Retirement

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision into a functional business, prudent financial planning is critical to ensure that reality comes to fruition, and continues to survive and thrive!

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Business Succession

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning? Wouldn’t you like an orderly “exit” from the business, once it’s time for you to take a back seat?

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Key Employee Protection

Content coming soon!

Executive Compensation

In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level. Executive talent is hard to come by, and it is even more difficult on the business when it walks out the door in pursuit of another opportunity.

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