Business Continuity Planning

Naturally, business owners tend to focus on the growth and expansion of their businesses; however, an often-overlooked issue is the continuity of the business after the retirement or death of the company's leaders and/or founders. One of the few absolute truths in the business world is that you will leave your business. Recognizing this as early as possible is vital to developing a comprehensive plan for the inevitable change in leadership. We can help you with this process.

  • Buy-sell agreements
  • Asset and income protection strategies
  • Estate tax reduction and funding
  • Wealth transfer strategies
  • Key person insurance
  • Professional disability overhead expense insurance
  • Disability buy-out insurance