As a business owner, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.
It’s never too early or too late to begin planning. We will work closely with you to make sure you feel comfortable you can answer these important questions:
What are my goals as a business owner?
My business is my livelihood, who else is dependent upon its success?
Do I have benefits in place to attract, reward and retain top talent?
Do I know what my business is really worth?
Do I have a buy-sell agreement in place, and if so, is it properly funded?
Have I made my family members and key employees aware of my succession plan?
Will I have sources of retirement income beyond proceeds from the sale of my business?
Have I taken the necessary steps to minimize my tax burden?
Do I have a coordinated team of advisors working with me?
How do I pick the right financial professional to work with me and my business?