Broker Check

Business Owner Services

Business Owner Questions:

  • Have You Implemented a Holistic Planning Process Within Your Business?
  • Do you know how to recruit and retain the Key Employees you need to make and keep your business successful?
  • Are your Key Employees motivated to make your business profitable? Or does it all depend on you?
  • Can your business continue without a partner, Key Employee or even without you?
  • What things could jeopardize the welfare of your family, and the families you employee?
  • These are just some of the questions you are faced with daily. Solutions for you and your Key Employees are divided into four areas of financial need:
  1. Business Owner Exit Planning
  2. Business Owners Buy-Sell and Protection Planning
  3. Key Person Incentive and Retention Planning
  4. Business Owners Income Protection Planning

What’s Your Business Worth?

  • Do you know why it is important to know what your business is worth?
  • Once you know the value of your business, do you know how to turn it into cash?
  • Assuming your business can even be turned into cash, do you know if the amount is even enough money to last you until the end of your Golden Years?

Exactly what is your Business Succession Plan?

  • A properly designed written Business Owner Exit Plan can answer the WhenTo WhomHow Much? and the other questions you need answered to allow you to exit your business on your terms.
  • Our team of experts can help you analyze and assess your situation, and then design a tailored solution.
  • Start the process rolling with a free Informal Business Valuation and Buy-Sell Agreement Review, analyzed and prepared by our support-team of attorneys and CPA's.

Do You Know if Your Business Has Outgrown Your Buy-Sell Agreement? Or Worse Yet… No Buy-Sell Agreement?

  • Are all current owners included in your business’ existing Buy-Sell Agreement?
  • Have your owners recently reviewed the value of the business?
  • How is your business valued?
  • Has the nature or size of your business changed since your existing Agreement was drafted?
  • It is important to periodically review and update your Business Buy-Sell Agreement, Business Valuation and the Agreement Funding Provisions to ensure your business continues successfully given any one of a number of possible “triggering” events that could derail your business from its track-to-success, including:
  1. Death
  2. Disability
  3. Retirement
  4. Transfer to a Third Party
  5. Owner Divorce or Bankruptcy
  6. Termination of Employment
  7. Early Departure
  8. Dispute among Owners
  • Let our experts provide you with a free Buy-Sell Agreement Review and Informal Business Valuation.

No Agreement In Place Yet?

  • Take advantage of our team of experts to help you analyze your situation, and then design a tailored solution.
  • We will help start this process with a free Informal Business Valuation and Business Continuation Proposal.