When was the last time you appraised the value of your business, planned your business succession strategy, and prepared for contingencies in unplanned succession events?
Group Health Insurance
What type of plan is best for my business? How will recent and future legislation affect my current plan?
Which retirement plan is most appropriate for my business right now? Three years from now? Five years from now?
Key Employee Retention
What financial tools can I use to keep employees?
Key Employee Death Protection
What will happen to my business if I lose a key employee?
Buy / Sell Agreements
What happens if my business partner unexpectedly passes away? What if I suddenly pass away? Who takes control of our respective business share?
What is the fair market value of my business?
I'm ready to get out of the business. How do I do so financially?
*Securities and Advisory services offered through United Planners Financial Services, Member FINRA/SIPC.