Understanding what - and who - makes your business run so successfully
is the first step in creating a plan to
preserve and protect your business and your legacy.

 
 
 
 
 
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Here might be a few areas of concern:

 
 
  • How would it affect my business if I lost my key employees?

  • Do I have a way to replace my income if something “happens” to me (death, illness, or injury)?

  • How will I turn my business into a stream of income at retirement?

 

 

We can help address the following core areas which are critical to the ongoing and continued success of your business:

 
 
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I know who my key employees are, what is important to them, and how to create incentives to build loyalty.

 
 
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I know how my business would be affected by the death or disability of an owner or key employee and have a strategy in place to eliminate financial loss in such a scenario.

 
 
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I know the value of my business and how the transition of my business will occur in the eventuality of my death, disability, or retirement in order to benefit myself, my family, and/or the community.

 
 
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I have created an estate plan which minimizes tax implications for myself and my family.

 
 
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I understand what portion of my retirement will be funded by my business, how much is speculative, and how much is guaranteed.

 
 
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Have concerns?

Our team incorporates the advanced planning strategies of professionals in various legal, taxation, insurance, and financial industries to ensure that your business is exceptionally positioned for protection and success. The first step is a conversation to discuss how the above-items may apply to your current questions or concerns.

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