We specialize in serving successful business owners, executives, and professionals. Each one of our clients has worked hard in their career to get to where they are today and are looking for our help to take them to the next level through comprehensive planning, addressing issues such as:
- Growing their business
- Safely growing and protecting their assets
- Minimizing taxes
- Attracting and retaining key employees
- Having a succession plan in place that protects the business, its employees and the family of the owner(s)
- Planning their timely exit from their current business in a tax-efficient manner
- Efficiently transferring their wealth to the next generation
Our firm revolves around serving these needs and many others which is why we offer such a diverse range of services. We offer expertise from the simplest to most sophisticated life insurance and estate planning to key man insurance, deferred compensation and tax efficiently funding and structuring buy-sell agreements and so much more.
For instance, those companies with an ESOP in place have a fiduciary obligation to have funds for ESOP Repurchase Obligations. The prior owners and the ESOP Trustee will likely want to insure outstanding seller notes and funds will need to be available to make payment for any outstanding Warrants when they are exercised.
In addition to the services and expertise we offer, our overarching goal is to provide peace of mind that the areas of planning we’ve addressed are top of class in terms of advice and eventual result.