Business Planning

Business planning can help business owners at every stage, from formation, to growth to exit. For many, it’s their most important asset, and its success is integral to their family’s financial security.


Business owners need to be prepared for a unique set of risk exposures. Business type, location, management practices, human resources and taxes can all affect your risk exposure. We can help you identify your risks, as well as options to minimize them.

Succession Planning

Planning ahead can help you maximize the value you get from your business upon your exit, and can protect your family in the event of your death or incapacitation. A succession plan can also help provide a smooth transition for your employees and customers.

Succession planning focuses on the transition of a business from an existing owner to a new owner. Although key factors vary extensively with business type and industry, there are some factors common to all business transitions, including the creation of a sellable business and the formulation of specific transition mechanics at the time of sale. Additional succession planning issues include positioning a business for sale, determining valuation and terms, grooming senior management, and creating strategic alliances.

Executive Compensation

Executive compensation can provide both cash and non-cash benefits to key employees, including insurance benefits, qualified retirement plans, stock options, personal performance initiatives, and other tax-advantaged nonqualified plans. An important variable in devising your compensation strategy is the size of the business. Small businesses typically keep their compensation methods simple, and complexity usually increases with the size of the business.

This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

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