Business Owners Executive Solutions

          What you can expect:

  • Informal business valuation
  • Buy-sell review summary
  • Business succession Proposal
  • Solutions to help recruit, reward, retain & retire key employees
  • Decision grids for S corporations & LLCs, C corporations, Tax-exempt entities

Do or can we add the Priorities Check List?

  • Life Insurance
  • Disability Income Insurance
  • Business Loan Protection [Commercial Loans Only]
  • Informal Business Valuation & Buy/Sell Review
  • Non-Qualified Differed Compensation
  • 401k Information Request