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Business Planning

Helping Entrepreneurs Build and Protect their Legacies

We know that founders and owners want to focus on growing and running their businesses. Our business planning process is designed to support that growth without becoming a distraction. Whether providing employee benefits, building strategies to attract and retain key employees, or creating an efficient exit strategy our advisors can construct a plan for your business that enhances and protects the value of this important asset.

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Employee Benefits

Your employees drive your success. Along with our specialists, we’ll help you choose from a range of employee benefits solutions to attract and retain the best talent in your industry. We design packages that include group life insurance, group disability insurance, and group long-term care planning, as well as qualified retirement plans such as 401(k) plans and defined benefit plans. With our support, you can determine a benefits program that enhances your employees' financial security, fosters loyalty, and drives your business forward.

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Key Employee Retention

Recruiting and retaining high performing employees gives your business a competitive edge. We help business owners design and implement supplemental non-qualified benefit plans to attract, reward, and retain top talent—often with more flexibility than traditional qualified plans such as 401(k)s. We can help you tailor and implement plans to meet your business’s objectives and reward your key contributors.

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Business Succession Planning

As a business owner, it's essential to consider how your business will transition to new leadership or ownership when the time comes. Whether you retire, sell, transfer to a family member, or face the unforeseen death or disability of a partner—our expert advisors can guide you through the process of funding well-designed business succession and continuity plans. We can help you put together a roadmap that aligns with your vision and leaves a lasting legacy for your business.

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