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Small Business Planning

The process of analyzing the current business structure and exploring strategies for improvement regardless of business life cycle stage.

Choosing the Proper Entity

  • Understanding the advantages and disadvantages of being a sole proprietor versus forming a business entity.
  • Educating on the differences between partnerships, S-Corporation, C-Corporation and Limited Liability Company (LLC) and helping to choose which is most appropriate for your business venture.

Employee Benefit Programs

  • Evaluating the different group retirement plan options and helping to implement a plan that fits your business goals.
  • Determining whether it makes sense to offer other group benefits, such as life insurance, disability insurance, health insurance, college savings plans or others.

Succession Planning

  • Assisting with developing a succession plan so that you ultimately can exit the business on your own terms.
  • Utilizing tools and benchmarks to increase enterprise value
  • Understanding the different mechanisms to keep the business within the family

Continuity Planning

Structuring agreements between co-owners of a business that details what happens to the firm in the event of a death or disability of one of the owners. Helps ensure business continuity and protects wealth accumulated by the firm