Why is Asset Protection Important?
Buy Sell AgreementsBusiness ValuationBuy Sell Funding
Estate PlanningAsset ProtectionSuccession PlanningFunding Estate Taxes
Disability InsuranceDisability Buy OutKey Man/Golden HandcuffsBusiness Overhead Expense CoverageRetirement Plan Contribution Coverage
Retirement PlanningRetirement IncomePartnership Agreements
Asset AllocationConservation of AssetsDiversified InvestmentsLong Term Care
Tax StrategiesExit Planning
Many Small Business Owners struggle with planning for the future because they have so many unknowns. They don’t know how much their business is worth, when they should sell, whether they will find the right buyer, get the right price, or even how much insurance they should carry.
Without proper planning, the sudden death of a small business owner may have a devastating impact on the business, the business’ employees, and the other owners of the business. It may also have a significant financial impact on his or her family. A properly structured business continuation plan (i.e. a buy-sell agreement) funded with Life Insurance may help to minimize the impact caused by the loss of a business owner for both the business and the business owner’s family.
If you are like most business owners, you probably don’t know what your business is worth. Knowing your business’s value is one of the most important things that business owners overlook. We give business owners facts so they can make sound business and personal financial decisions. That is why we have invested in innovative technology that allows us to deliver accurate and efficient business valuations, free to clients.
Business Continuation | Buy Sell Funding | Business Loan Protection | Key Man Insurance | Executive Benefits
Business Overhead Expense | Disability Buy – Out | Key Person Disability | Business Loan Protection