Broker Check

Business Owner Planning

There is no “one size fits all” approach to structuring and operating a successful business. Issues of capital structure, tax reduction and entity selection interact uniquely with your own goals and vision. The challenge is to develop a plan that maximizes your company’s value today – and tomorrow. 


  • Entity Selection
  • Business Value Estimate
  • Business Assessment
  • Growth and "Shock Absorber" Capital
  • Equity and Synthetic Equity Planning
  • Tax Minimization


Exit & Succession Planning

Owning a successful business is not an end in itself. Rather, it is a means to an end. Let us work with you one-on-one to protect and preserve the wealth contained in your business – and create a strategy to capitalize on that wealth on your terms, while passing on assets and management control from one generation to the next.

  • Buy-Sell Analysis
  • Mergers & Acquisitions*
  • MBO / ESOPS
  • Cash Flow and Buyout Capital
  • Family Transfers
  • Exit Planning & Sales to Outside Parties*


Executive Compensation

Compensation is more than just a paycheck. Together, we’ll explore the wide variety of taxable, non-taxable and deferred compensation plans available for key non-owner executives and managers. Ultimately, the right plan can help attract and retain top talent, increase business value, and ensure business continuity.

  • Long Term Performance Awards
  • Key Employee Protection
  • Corporate Benefits
  • Owner’s Protection
  • Equity/Synthetic Equity Compensation
  • Non-qualified Deferred Compensation


Retirement Plans & Group Benefits

Implementing a retirement plan for your business can be uncharted territory. We’ll guide you in selecting and implementing a tax-effective retirement plan that benefits both owners and employees, while complying with increasingly complex regulations.

  • 401(k) Plans
  • Defined Benefit Plan
  • Profit Sharing
  • Retirement Income Analysis
  • Pension Plans
  • Group Insurance


We are able to provide planning and advice in these areas and more thanks to our partnership with the The Business Intelligence Institute. Find out more by clicking here: The Business Intelligence Institute

*Offered through 3rd party unaffiliated resources.